Jones Financial Companies’s Coherent COHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Buy
3,150
+1,008
+47% +$87.9K ﹤0.01% 1528
2025
Q1
$141K Buy
2,142
+823
+62% +$54.1K ﹤0.01% 1628
2024
Q4
$125K Buy
1,319
+566
+75% +$53.6K ﹤0.01% 1542
2024
Q3
$67.6K Buy
753
+509
+209% +$45.7K ﹤0.01% 1527
2024
Q2
$17.7K Buy
+244
New +$17.7K ﹤0.01% 1574