Cooper Financial Group’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,079
Closed -$204K 411
2025
Q1
$204K Sell
2,079
-143
-6% -$14K 0.03% 366
2024
Q4
$240K Buy
+2,222
New +$240K 0.03% 350
2023
Q4
Sell
-3,566
Closed -$209K 356
2023
Q3
$209K Sell
3,566
-335
-9% -$19.6K 0.05% 308
2023
Q2
$248K Sell
3,901
-422
-10% -$26.8K 0.06% 275
2023
Q1
$288K Sell
4,323
-421
-9% -$28.1K 0.08% 250
2022
Q4
$232K Sell
4,744
-538
-10% -$26.3K 0.07% 258
2022
Q3
$365K Sell
5,282
-3,278
-38% -$227K 0.13% 158
2022
Q2
$717K Buy
8,560
+299
+4% +$25K 0.26% 98
2022
Q1
$1.36M Buy
8,261
+709
+9% +$117K 0.52% 46
2021
Q4
$1.99M Buy
7,552
+1,776
+31% +$468K 0.75% 28
2021
Q3
$1.84M Buy
5,776
+40
+0.7% +$12.8K 0.38% 43
2021
Q2
$2.26M Buy
5,736
+76
+1% +$30K 0.46% 34
2021
Q1
$1.93M Sell
5,660
-154
-3% -$52.5K 0.44% 39
2020
Q4
$1.97M Sell
5,814
-339
-6% -$115K 0.4% 43
2020
Q3
$1.52M Sell
6,153
-946
-13% -$234K 0.44% 40
2020
Q2
$1.56M Sell
7,099
-297
-4% -$65.2K 0.5% 35
2020
Q1
$662K Buy
7,396
+2,900
+65% +$260K 0.28% 57
2019
Q4
$442K Sell
4,496
-188
-4% -$18.5K 0.18% 83
2019
Q3
$515K Buy
4,684
+100
+2% +$11K 0.23% 64
2019
Q2
$625K Buy
4,584
+974
+27% +$133K 0.3% 50
2019
Q1
$466K Buy
3,610
+860
+31% +$111K 0.26% 59
2018
Q4
$246K Buy
+2,750
New +$246K 0.17% 84