Raymond James Financial Services Advisors’s Choiceone Financial COFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,798
| Closed | -$281K | – | 3432 |
|
|
2024
Q2 | $281K | Hold |
9,798
| – | – | ﹤0.01% | 2913 |
|
|
2024
Q1 | $268K | Sell |
9,798
-4,111
| -30% | -$112K | ﹤0.01% | 2907 |
|
|
2023
Q4 | $408K | Sell |
13,909
-206
| -1% | -$6.04K | ﹤0.01% | 2534 |
|
|
2023
Q3 | $277K | Sell |
14,115
-1,000
| -7% | -$19.6K | ﹤0.01% | 2706 |
|
|
2023
Q2 | $348K | Buy |
15,115
+1,000
| +7% | +$23K | ﹤0.01% | 2566 |
|
|
2023
Q1 | $356K | Buy |
14,115
+2,560
| +22% | +$64.6K | ﹤0.01% | 2533 |
|
|
2022
Q4 | $335K | Sell |
11,555
-4,526
| -28% | -$131K | ﹤0.01% | 2513 |
|
|
2022
Q3 | $349K | Buy |
16,081
+5,451
| +51% | +$118K | ﹤0.01% | 2485 |
|
|
2022
Q2 | $214K | Buy |
10,630
+900
| +9% | +$18.1K | ﹤0.01% | 2824 |
|
|
2022
Q1 | $244K | Buy |
+9,730
| New | +$244K | ﹤0.01% | 2851 |
|
|
2021
Q1 | – | Sell |
-7,331
| Closed | -$226K | – | 3138 |
|
|
2020
Q4 | $226K | Sell |
7,331
-2,633
| -26% | -$81.2K | ﹤0.01% | 2625 |
|
|
2020
Q3 | $259K | Buy |
+9,964
| New | +$259K | ﹤0.01% | 2363 |
|