Osaic Holdings’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 | $44.6K | Sell |
1,251
-2,262
| -64% | -$80.6K | ﹤0.01% | 4780 |
|
|
2025
Q1 | $101K | Buy |
3,513
+2,262
| +181% | +$65.1K | ﹤0.01% | 4154 |
|
|
2024
Q4 | $44.6K | Hold |
1,251
| – | – | ﹤0.01% | 4772 |
|
|
2024
Q3 | $38.7K | Hold |
1,251
| – | – | ﹤0.01% | 4896 |
|
|
2024
Q2 | $35.8K | Hold |
1,251
| – | – | ﹤0.01% | 4913 |
|
|
2024
Q1 | $34.2K | Hold |
1,251
| – | – | ﹤0.01% | 4980 |
|
|
2023
Q4 | $36.7K | Sell |
1,251
-220
| -15% | -$6.45K | ﹤0.01% | 5092 |
|
|
2023
Q3 | $28.9K | Buy |
1,471
+220
| +18% | +$4.32K | ﹤0.01% | 5334 |
|
|
2023
Q2 | $28.8K | Hold |
1,251
| – | – | ﹤0.01% | 5302 |
|
|
2023
Q1 | $31.6K | Hold |
1,251
| – | – | ﹤0.01% | 5268 |
|
|
2022
Q4 | $36K | Buy |
1,251
+1,031
| +469% | +$29.7K | ﹤0.01% | 5160 |
|
|
2022
Q3 | $5K | Hold |
220
| – | – | ﹤0.01% | 6301 |
|
|
2022
Q2 | $4K | Hold |
220
| – | – | ﹤0.01% | 6530 |
|
|
2022
Q1 | $6K | Hold |
220
| – | – | ﹤0.01% | 6328 |
|
|
2021
Q4 | $6K | Hold |
220
| – | – | ﹤0.01% | 6445 |
|
|
2021
Q3 | $5K | Hold |
220
| – | – | ﹤0.01% | 6489 |
|
|
2021
Q2 | $5K | Sell |
220
-551
| -71% | -$12.5K | ﹤0.01% | 6317 |
|
|
2021
Q1 | $18K | Hold |
771
| – | – | ﹤0.01% | 5521 |
|
|
2020
Q4 | $24K | Sell |
771
-110
| -12% | -$3.42K | ﹤0.01% | 5004 |
|
|
2020
Q3 | $23K | Hold |
881
| – | – | ﹤0.01% | 4818 |
|
|
2020
Q2 | $26K | Hold |
881
| – | – | ﹤0.01% | 4604 |
|
|
2020
Q1 | $22K | Buy |
+881
| New | +$22K | ﹤0.01% | 4526 |
|