Charles Schwab’s Choiceone Financial COFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.26M | Buy |
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|
2025
Q2 | $1.24M | Buy |
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|
2025
Q1 | $682K | Hold |
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|
2024
Q4 | $845K | Buy |
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|
2024
Q3 | $694K | Buy |
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|
2024
Q2 | $529K | Hold |
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|
2024
Q1 | $505K | Hold |
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|
2023
Q4 | $541K | Hold |
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|
2023
Q3 | $362K | Hold |
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|
2023
Q2 | $425K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $436K | Hold |
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|
2020
Q4 | $558K | Buy |
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|
2020
Q3 | $448K | Buy |
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|
2020
Q2 | $436K | Buy |
|