Commonwealth Equity Services’s Coda Octopus Group CODA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82K | Buy |
+10,000
| New | +$82K | ﹤0.01% | 4095 |
|
|
2024
Q4 | – | Sell |
-13,100
| Closed | -$95K | – | 4115 |
|
|
2024
Q3 | $95K | Buy |
13,100
+2,000
| +18% | +$14.5K | ﹤0.01% | 3874 |
|
|
2024
Q2 | $67K | Hold |
11,100
| – | – | ﹤0.01% | 3867 |
|
|
2024
Q1 | $64K | Sell |
11,100
-6,400
| -37% | -$36.9K | ﹤0.01% | 3858 |
|
|
2023
Q4 | $105K | Sell |
17,500
-1,000
| -5% | -$6K | ﹤0.01% | 3663 |
|
|
2023
Q3 | $115K | Buy |
18,500
+2,000
| +12% | +$12.4K | ﹤0.01% | 3546 |
|
|
2023
Q2 | $135K | Hold |
16,500
| – | – | ﹤0.01% | 3514 |
|
|
2023
Q1 | $120 | Hold |
16,500
| – | – | ﹤0.01% | 3460 |
|
|
2022
Q4 | $113K | Hold |
16,500
| – | – | ﹤0.01% | 3394 |
|
|
2022
Q3 | $89K | Hold |
16,500
| – | – | ﹤0.01% | 3390 |
|
|
2022
Q2 | $82K | Hold |
16,500
| – | – | ﹤0.01% | 3408 |
|
|
2022
Q1 | $108K | Sell |
16,500
-10,500
| -39% | -$68.7K | ﹤0.01% | 3464 |
|
|
2021
Q4 | $216K | Buy |
27,000
+2,000
| +8% | +$16K | ﹤0.01% | 3237 |
|
|
2021
Q3 | $224K | Sell |
25,000
-650
| -3% | -$5.82K | ﹤0.01% | 3177 |
|
|
2021
Q2 | $221K | Sell |
25,650
-1,450
| -5% | -$12.5K | ﹤0.01% | 3183 |
|
|
2021
Q1 | $240K | Sell |
27,100
-4,850
| -15% | -$43K | ﹤0.01% | 2972 |
|
|
2020
Q4 | $200K | Sell |
31,950
-2,700
| -8% | -$16.9K | ﹤0.01% | 2923 |
|
|
2020
Q3 | $191K | Sell |
34,650
-2,550
| -7% | -$14.1K | ﹤0.01% | 2742 |
|
|
2020
Q2 | $191K | Buy |
37,200
+200
| +0.5% | +$1.03K | ﹤0.01% | 2625 |
|
|
2020
Q1 | $207K | Sell |
37,000
-10,400
| -22% | -$58.2K | ﹤0.01% | 2367 |
|
|
2019
Q4 | $396K | Buy |
47,400
+5,500
| +13% | +$45.9K | ﹤0.01% | 2085 |
|
|
2019
Q3 | $344K | Buy |
41,900
+27,050
| +182% | +$222K | ﹤0.01% | 2112 |
|
|
2019
Q2 | $193K | Buy |
14,850
+2,600
| +21% | +$33.8K | ﹤0.01% | 2514 |
|
|
2019
Q1 | $114K | Buy |
+12,250
| New | +$114K | ﹤0.01% | 2582 |
|