Charles Schwab’s Choiceone Financial COFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
43,292
+19,586
| +83% | +$562K | ﹤0.01% | 2831 |
|
|
2025
Q1 | $682K | Hold |
23,706
| – | – | ﹤0.01% | 2977 |
|
|
2024
Q4 | $845K | Buy |
23,706
+1,263
| +6% | +$45K | ﹤0.01% | 2969 |
|
|
2024
Q3 | $694K | Buy |
22,443
+3,986
| +22% | +$123K | ﹤0.01% | 3042 |
|
|
2024
Q2 | $529K | Hold |
18,457
| – | – | ﹤0.01% | 3173 |
|
|
2024
Q1 | $505K | Hold |
18,457
| – | – | ﹤0.01% | 3027 |
|
|
2023
Q4 | $541K | Hold |
18,457
| – | – | ﹤0.01% | 3050 |
|
|
2023
Q3 | $362K | Hold |
18,457
| – | – | ﹤0.01% | 3168 |
|
|
2023
Q2 | $425K | Buy |
+18,457
| New | +$425K | ﹤0.01% | 3130 |
|
|
2021
Q2 | – | Sell |
-18,104
| Closed | -$436K | – | 3436 |
|
|
2021
Q1 | $436K | Hold |
18,104
| – | – | ﹤0.01% | 3122 |
|
|
2020
Q4 | $558K | Buy |
18,104
+903
| +5% | +$27.8K | ﹤0.01% | 2950 |
|
|
2020
Q3 | $448K | Buy |
17,201
+2,484
| +17% | +$64.7K | ﹤0.01% | 2900 |
|
|
2020
Q2 | $436K | Buy |
+14,717
| New | +$436K | ﹤0.01% | 2888 |
|