Dimensional Fund Advisors’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 | $2.74M | Buy |
95,321
+58,207
| +157% | +$1.67M | ﹤0.01% | 2679 |
|
|
2025
Q1 | $1.07M | Buy |
37,114
+14,664
| +65% | +$422K | ﹤0.01% | 2869 |
|
|
2024
Q4 | $800K | Buy |
22,450
+5,290
| +31% | +$189K | ﹤0.01% | 2958 |
|
|
2024
Q3 | $530K | Buy |
17,160
+5,766
| +51% | +$178K | ﹤0.01% | 3030 |
|
|
2024
Q2 | $326K | Hold |
11,394
| – | – | ﹤0.01% | 3095 |
|
|
2024
Q1 | $312K | Hold |
11,394
| – | – | ﹤0.01% | 3131 |
|
|
2023
Q4 | $335K | Hold |
11,394
| – | – | ﹤0.01% | 3108 |
|
|
2023
Q3 | $224K | Buy |
11,394
+4
| +0% | +$79 | ﹤0.01% | 3196 |
|
|
2023
Q2 | $262K | Buy |
+11,390
| New | +$262K | ﹤0.01% | 3190 |
|
|
2023
Q1 | – | Sell |
-7,335
| Closed | -$212 | – | 3467 |
|
|
2022
Q4 | $212 | Buy |
+7,335
| New | +$212 | ﹤0.01% | 3215 |
|