Steward Partners Investment Advisory’s Coherent COHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.9K | Sell |
1,053
-531
| -34% | -$47.4K | ﹤0.01% | 2146 |
|
|
2025
Q1 | $103K | Buy |
1,584
+298
| +23% | +$19.4K | ﹤0.01% | 1999 |
|
|
2024
Q4 | $122K | Buy |
1,286
+477
| +59% | +$45.2K | ﹤0.01% | 1882 |
|
|
2024
Q3 | $71.9K | Sell |
809
-186
| -19% | -$16.5K | ﹤0.01% | 2047 |
|
|
2024
Q2 | $72.1K | Sell |
995
-220
| -18% | -$15.9K | ﹤0.01% | 1928 |
|
|
2024
Q1 | $73.7K | Buy |
1,215
+493
| +68% | +$29.9K | ﹤0.01% | 1907 |
|
|
2023
Q4 | $31.4K | Sell |
722
-1,768
| -71% | -$77K | ﹤0.01% | 2171 |
|
|
2023
Q3 | $81.3K | Buy |
2,490
+550
| +28% | +$18K | ﹤0.01% | 1675 |
|
|
2023
Q2 | $98.9K | Hold |
1,940
| – | – | ﹤0.01% | 1594 |
|
|
2023
Q1 | $73.9K | Buy |
1,940
+176
| +10% | +$6.7K | ﹤0.01% | 1705 |
|
|
2022
Q4 | $61.9K | Sell |
1,764
-58
| -3% | -$2.04K | ﹤0.01% | 1747 |
|
|
2022
Q3 | $63K | Buy |
1,822
+422
| +30% | +$14.6K | ﹤0.01% | 1680 |
|
|
2022
Q2 | $71K | Hold |
1,400
| – | – | ﹤0.01% | 1633 |
|
|
2022
Q1 | $101K | Buy |
1,400
+500
| +56% | +$36.1K | ﹤0.01% | 1602 |
|
|
2021
Q4 | $61K | Sell |
900
-300
| -25% | -$20.3K | ﹤0.01% | 1806 |
|
|
2021
Q3 | $71K | Sell |
1,200
-155
| -11% | -$9.17K | ﹤0.01% | 1700 |
|
|
2021
Q2 | $98K | Sell |
1,355
-800
| -37% | -$57.9K | ﹤0.01% | 2325 |
|
|
2021
Q1 | $147K | Buy |
2,155
+1,255
| +139% | +$85.8K | ﹤0.01% | 1432 |
|
|
2020
Q4 | $68K | Hold |
900
| – | – | ﹤0.01% | 1524 |
|
|
2020
Q3 | $37K | Hold |
900
| – | – | ﹤0.01% | 1633 |
|
|
2020
Q2 | $42K | Buy |
900
+500
| +125% | +$23.3K | ﹤0.01% | 1482 |
|
|
2020
Q1 | $11K | Sell |
400
-150
| -27% | -$4.13K | ﹤0.01% | 1810 |
|
|
2019
Q4 | $18K | Hold |
550
| – | – | ﹤0.01% | 1799 |
|
|
2019
Q3 | $19K | Hold |
550
| – | – | ﹤0.01% | 1740 |
|
|
2019
Q2 | $20K | Buy |
+550
| New | +$20K | ﹤0.01% | 1704 |
|
|
2018
Q4 | – | Sell |
-550
| Closed | -$26K | – | 1008 |
|
|
2018
Q3 | $26K | Hold |
550
| – | – | ﹤0.01% | 1439 |
|
|
2018
Q2 | $24K | Buy |
550
+200
| +57% | +$8.73K | ﹤0.01% | 1387 |
|
|
2018
Q1 | $14K | Buy |
+350
| New | +$14K | ﹤0.01% | 1460 |
|
|
2017
Q4 | – | Sell |
-150
| Closed | -$6K | – | 1876 |
|
|
2017
Q3 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 1234 |
|