Lipe & Dalton’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,096
| Closed | -$1.02M | – | 90 |
|
|
2025
Q1 | $1.02M | Sell |
12,096
-1,100
| -8% | -$92.8K | 0.57% | 48 |
|
|
2024
Q4 | $1.21M | Sell |
13,196
-584
| -4% | -$53.7K | 0.64% | 45 |
|
|
2024
Q3 | $1.52M | Buy |
13,780
+291
| +2% | +$32.1K | 0.77% | 43 |
|
|
2024
Q2 | $1.18M | Buy |
13,489
+49
| +0.4% | +$4.28K | 0.63% | 47 |
|
|
2024
Q1 | $1.36M | Hold |
13,440
| – | – | 0.7% | 42 |
|
|
2023
Q4 | $1.27M | Buy |
13,440
+120
| +0.9% | +$11.4K | 0.69% | 43 |
|
|
2023
Q3 | $1.06M | Hold |
13,320
| – | – | 0.64% | 47 |
|
|
2023
Q2 | $1.28M | Sell |
13,320
-100
| -0.7% | -$9.59K | 0.73% | 44 |
|
|
2023
Q1 | $1.25M | Sell |
13,420
-260
| -2% | -$24.3K | 0.72% | 42 |
|
|
2022
Q4 | $1.13M | Buy |
13,680
+220
| +2% | +$18.2K | 0.65% | 45 |
|
|
2022
Q3 | $888K | Buy |
13,460
+1,200
| +10% | +$79.2K | 0.56% | 48 |
|
|
2022
Q2 | $960K | Buy |
+12,260
| New | +$960K | 0.56% | 49 |
|