Steward Partners Investment Advisory’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.3K | Sell |
904
-97
| -10% | -$6.9K | ﹤0.01% | 2348 |
|
|
2025
Q1 | $84.4K | Sell |
1,001
-406
| -29% | -$34.2K | ﹤0.01% | 2107 |
|
|
2024
Q4 | $129K | Buy |
1,407
+226
| +19% | +$20.8K | ﹤0.01% | 1850 |
|
|
2024
Q3 | $130K | Buy |
1,181
+258
| +28% | +$28.5K | ﹤0.01% | 1744 |
|
|
2024
Q2 | $80.6K | Sell |
923
-121
| -12% | -$10.6K | ﹤0.01% | 1881 |
|
|
2024
Q1 | $106K | Buy |
1,044
+324
| +45% | +$32.9K | ﹤0.01% | 1735 |
|
|
2023
Q4 | $68.1K | Buy |
720
+48
| +7% | +$4.54K | ﹤0.01% | 1841 |
|
|
2023
Q3 | $53.4K | Sell |
672
-144
| -18% | -$11.4K | ﹤0.01% | 1877 |
|
|
2023
Q2 | $78.2K | Hold |
816
| – | – | ﹤0.01% | 1693 |
|
|
2023
Q1 | $76.2K | Hold |
816
| – | – | ﹤0.01% | 1696 |
|
|
2022
Q4 | $67.5K | Hold |
816
| – | – | ﹤0.01% | 1722 |
|
|
2022
Q3 | $54K | Sell |
816
-120
| -13% | -$7.94K | ﹤0.01% | 1744 |
|
|
2022
Q2 | $73K | Sell |
936
-256
| -21% | -$20K | ﹤0.01% | 1626 |
|
|
2022
Q1 | $124K | Buy |
1,192
+360
| +43% | +$37.5K | ﹤0.01% | 1514 |
|
|
2021
Q4 | $87K | Hold |
832
| – | – | ﹤0.01% | 1652 |
|
|
2021
Q3 | $86K | Hold |
832
| – | – | ﹤0.01% | 1616 |
|
|
2021
Q2 | $82K | Sell |
832
-76
| -8% | -$7.49K | ﹤0.01% | 2521 |
|
|
2021
Q1 | $87.2K | Buy |
908
+32
| +4% | +$3.07K | ﹤0.01% | 1694 |
|
|
2020
Q4 | $80K | Hold |
876
| – | – | ﹤0.01% | 1459 |
|
|
2020
Q3 | $74K | Hold |
876
| – | – | ﹤0.01% | 1334 |
|
|
2020
Q2 | $62K | Sell |
876
-88
| -9% | -$6.23K | ﹤0.01% | 1322 |
|
|
2020
Q1 | $66K | Sell |
964
-68
| -7% | -$4.66K | ﹤0.01% | 1163 |
|
|
2019
Q4 | $82K | Sell |
1,032
-112
| -10% | -$8.9K | ﹤0.01% | 1202 |
|
|
2019
Q3 | $84K | Hold |
1,144
| – | – | ﹤0.01% | 1153 |
|
|
2019
Q2 | $96K | Buy |
+1,144
| New | +$96K | ﹤0.01% | 1073 |
|
|
2018
Q4 | – | Sell |
-956
| Closed | -$66K | – | 1013 |
|
|
2018
Q3 | $66K | Sell |
956
-84
| -8% | -$5.8K | ﹤0.01% | 1084 |
|
|
2018
Q2 | $61K | Sell |
1,040
-404
| -28% | -$23.7K | ﹤0.01% | 1020 |
|
|
2018
Q1 | $82K | Buy |
1,444
+720
| +99% | +$40.9K | 0.01% | 834 |
|
|
2017
Q4 | $39K | Buy |
724
+572
| +376% | +$30.8K | ﹤0.01% | 907 |
|
|
2017
Q3 | $9K | Buy |
152
+136
| +850% | +$8.05K | ﹤0.01% | 1123 |
|
|
2017
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 1631 |
|
|
2017
Q1 | $0 | Buy |
+16
| New | – | ﹤0.01% | 1515 |
|