LPL Financial’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 | $577K | Sell |
20,096
-70
| -0.3% | -$2.01K | ﹤0.01% | 4202 |
|
|
2025
Q1 | $580K | Buy |
20,166
+10
| +0% | +$288 | ﹤0.01% | 3976 |
|
|
2024
Q4 | $718K | Buy |
20,156
+1,077
| +6% | +$38.4K | ﹤0.01% | 3726 |
|
|
2024
Q3 | $590K | Buy |
19,079
+1,802
| +10% | +$55.7K | ﹤0.01% | 3798 |
|
|
2024
Q2 | $495K | Buy |
+17,277
| New | +$495K | ﹤0.01% | 3823 |
|
|
2024
Q1 | – | Sell |
-8,055
| Closed | -$236K | – | 4859 |
|
|
2023
Q4 | $236K | Buy |
+8,055
| New | +$236K | ﹤0.01% | 4209 |
|
|
2021
Q4 | – | Sell |
-18,137
| Closed | -$449K | – | 4344 |
|
|
2021
Q3 | $449K | Hold |
18,137
| – | – | ﹤0.01% | 3303 |
|
|
2021
Q2 | $439K | Buy |
18,137
+1,799
| +11% | +$43.5K | ﹤0.01% | 3263 |
|
|
2021
Q1 | $393K | Buy |
16,338
+3
| +0% | +$72 | ﹤0.01% | 3222 |
|
|
2020
Q4 | $503K | Buy |
16,335
+866
| +6% | +$26.7K | ﹤0.01% | 2742 |
|
|
2020
Q3 | $403K | Sell |
15,469
-1,241
| -7% | -$32.3K | ﹤0.01% | 2641 |
|
|
2020
Q2 | $494K | Hold |
16,710
| – | – | ﹤0.01% | 2375 |
|
|
2020
Q1 | $424K | Buy |
+16,710
| New | +$424K | ﹤0.01% | 2195 |
|