IFP Advisors’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $779K | Buy |
8,245
+814
| +11% | +$76.9K | 0.02% | 661 |
|
|
2025
Q1 | $483K | Buy |
7,431
+6,238
| +523% | +$406K | 0.01% | 787 |
|
|
2024
Q4 | $114K | Buy |
1,193
+226
| +23% | +$21.6K | ﹤0.01% | 1406 |
|
|
2024
Q3 | $86K | Buy |
967
+47
| +5% | +$4.18K | ﹤0.01% | 1476 |
|
|
2024
Q2 | $66.7K | Sell |
920
-284
| -24% | -$20.6K | ﹤0.01% | 1546 |
|
|
2024
Q1 | $73K | Sell |
1,204
-57
| -5% | -$3.46K | ﹤0.01% | 1427 |
|
|
2023
Q4 | $54.9K | Buy |
1,261
+36
| +3% | +$1.57K | ﹤0.01% | 1504 |
|
|
2023
Q3 | $40K | Hold |
1,225
| – | – | ﹤0.01% | 1648 |
|
|
2023
Q2 | $62.4K | Buy |
1,225
+293
| +31% | +$14.9K | ﹤0.01% | 1518 |
|
|
2023
Q1 | $40.3K | Sell |
932
-646
| -41% | -$27.9K | ﹤0.01% | 1675 |
|
|
2022
Q4 | $70K | Buy |
1,578
+328
| +26% | +$14.6K | ﹤0.01% | 1998 |
|
|
2022
Q3 | $76K | Sell |
1,250
-185
| -13% | -$11.2K | ﹤0.01% | 2051 |
|
|
2022
Q2 | $65K | Hold |
1,435
| – | – | ﹤0.01% | 1979 |
|
|
2022
Q1 | $65K | Sell |
1,435
-1,499
| -51% | -$67.9K | ﹤0.01% | 1979 |
|
|
2021
Q4 | $201K | Buy |
2,934
+434
| +17% | +$29.7K | ﹤0.01% | 935 |
|
|
2021
Q3 | $148K | Buy |
2,500
+275
| +12% | +$16.3K | ﹤0.01% | 1073 |
|
|
2021
Q2 | $162K | Buy |
2,225
+1,576
| +243% | +$115K | ﹤0.01% | 1012 |
|
|
2021
Q1 | $45K | Buy |
649
+99
| +18% | +$6.86K | ﹤0.01% | 1507 |
|
|
2020
Q4 | $42K | Sell |
550
-1,474
| -73% | -$113K | ﹤0.01% | 1502 |
|
|
2020
Q3 | $82K | Buy |
2,024
+415
| +26% | +$16.8K | ﹤0.01% | 1078 |
|
|
2020
Q2 | $77K | Sell |
1,609
-11
| -0.7% | -$526 | 0.01% | 1023 |
|
|
2020
Q1 | $47K | Buy |
1,620
+1,609
| +14,627% | +$46.7K | ﹤0.01% | 1141 |
|
|
2019
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 2951 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3148 |
|
|
2019
Q1 | – | Sell |
-14
| Closed | – | – | 2527 |
|
|
2018
Q4 | $0 | Sell |
14
-104
| -88% | – | ﹤0.01% | 3518 |
|
|
2018
Q3 | $6K | Hold |
118
| – | – | ﹤0.01% | 3075 |
|
|
2018
Q2 | $5K | Hold |
118
| – | – | ﹤0.01% | 3185 |
|
|
2018
Q1 | $6K | Hold |
118
| – | – | ﹤0.01% | 3056 |
|
|
2017
Q4 | $6K | Hold |
118
| – | – | ﹤0.01% | 3053 |
|
|
2017
Q3 | $5K | Sell |
118
-123
| -51% | -$5.21K | ﹤0.01% | 3331 |
|
|
2017
Q2 | $8K | Hold |
241
| – | – | ﹤0.01% | 3114 |
|
|
2017
Q1 | $9K | Hold |
241
| – | – | ﹤0.01% | 2938 |
|
|
2016
Q4 | $7K | Hold |
241
| – | – | ﹤0.01% | 3081 |
|
|
2016
Q3 | $6K | Buy |
241
+113
| +88% | +$2.81K | ﹤0.01% | 3105 |
|
|
2016
Q2 | $2K | Buy |
+128
| New | +$2K | ﹤0.01% | 3437 |
|
|
2016
Q1 | – | Sell |
-128
| Closed | -$2K | – | 2539 |
|
|
2015
Q4 | $2K | Buy |
+128
| New | +$2K | ﹤0.01% | 3290 |
|