Gradient Investments’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 | $267K | Hold |
9,318
| – | – | ﹤0.01% | 325 |
|
|
2025
Q1 | $268K | Buy |
+9,318
| New | +$268K | 0.01% | 291 |
|
|
2024
Q3 | – | Sell |
-1,630
| Closed | -$46.7K | – | 491 |
|
|
2024
Q2 | $46.7K | Hold |
1,630
| – | – | ﹤0.01% | 503 |
|
|
2024
Q1 | $44.6K | Hold |
1,630
| – | – | ﹤0.01% | 439 |
|
|
2023
Q4 | $47.8K | Hold |
1,630
| – | – | ﹤0.01% | 551 |
|
|
2023
Q3 | $32K | Hold |
1,630
| – | – | ﹤0.01% | 592 |
|
|
2023
Q2 | $37.5K | Sell |
1,630
-2,200
| -57% | -$50.6K | ﹤0.01% | 564 |
|
|
2023
Q1 | $96.7K | Hold |
3,830
| – | – | ﹤0.01% | 380 |
|
|
2022
Q4 | $111K | Buy |
+3,830
| New | +$111K | ﹤0.01% | 375 |
|