Curi RMB Capital’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	$1.48M	Buy	51,537 +337	+0.7%	+$9.67K	0.03%	364
2025 Q1	$1.47M	Sell	51,200 -19,728	-28%	-$568K	0.04%	300
2024 Q4	$2.53M	Hold	70,928	–	–	0.06%	244
2024 Q3	$2.19M	Buy	+70,928	New	+$2.19M	0.05%	262