Shakespeare Wealth Management’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 | $1.08M | Hold |
37,621
| – | – | 0.29% | 39 |
|
|
2025
Q1 | $1.08M | Sell |
37,621
-1,100
| -3% | -$31.6K | 0.29% | 37 |
|
|
2024
Q4 | $1.38M | Hold |
38,721
| – | – | 0.37% | 33 |
|
|
2024
Q3 | $1.2M | Sell |
38,721
-800
| -2% | -$24.7K | 0.31% | 36 |
|
|
2024
Q2 | $1.13M | Hold |
39,521
| – | – | 0.33% | 35 |
|
|
2024
Q1 | $1.08M | Sell |
39,521
-4,915
| -11% | -$134K | 0.31% | 33 |
|
|
2023
Q4 | $1.3M | Hold |
44,436
| – | – | 0.4% | 30 |
|
|
2023
Q3 | $873K | Hold |
44,436
| – | – | 0.31% | 35 |
|
|
2023
Q2 | $1.02M | Hold |
44,436
| – | – | 0.35% | 33 |
|
|
2023
Q1 | $1.12M | Hold |
44,436
| – | – | 0.4% | 30 |
|
|
2022
Q4 | $1.29M | Hold |
44,436
| – | – | 0.47% | 27 |
|
|
2022
Q3 | $965K | Hold |
44,436
| – | – | 0.41% | 34 |
|
|
2022
Q2 | $877K | Hold |
44,436
| – | – | 0.36% | 35 |
|
|
2022
Q1 | $1.1M | Sell |
44,436
-2,657
| -6% | -$65.9K | 0.4% | 32 |
|
|
2021
Q4 | $1.25M | Hold |
47,093
| – | – | 0.45% | 32 |
|
|
2021
Q3 | $1.15M | Hold |
47,093
| – | – | 0.44% | 31 |
|
|
2021
Q2 | $1.15M | Hold |
47,093
| – | – | 0.44% | 31 |
|
|
2021
Q1 | $1.13M | Hold |
47,093
| – | – | 0.47% | 31 |
|
|
2020
Q4 | $1.45M | Hold |
47,093
| – | – | 0.63% | 26 |
|
|
2020
Q3 | $1.23M | Buy |
47,093
+17
| +0% | +$442 | 0.64% | 27 |
|
|
2020
Q2 | $1.39M | Buy |
+47,076
| New | +$1.39M | 0.81% | 26 |
|