Stifel Financial’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 | $317K | Hold |
11,058
| – | – | ﹤0.01% | 3021 |
|
2025
Q1 | $318K | Sell |
11,058
-6,189
| -36% | -$178K | ﹤0.01% | 2935 |
|
2024
Q4 | $615K | Buy |
17,247
+6,189
| +56% | +$221K | ﹤0.01% | 2558 |
|
2024
Q3 | $342K | Hold |
11,058
| – | – | ﹤0.01% | 2890 |
|
2024
Q2 | $317K | Hold |
11,058
| – | – | ﹤0.01% | 2890 |
|
2024
Q1 | $302K | Hold |
11,058
| – | – | ﹤0.01% | 2904 |
|
2023
Q4 | $324K | Hold |
11,058
| – | – | ﹤0.01% | 2805 |
|
2023
Q3 | $217K | Hold |
11,058
| – | – | ﹤0.01% | 2950 |
|
2023
Q2 | $254K | Hold |
11,058
| – | – | ﹤0.01% | 2926 |
|
2023
Q1 | $279K | Hold |
11,058
| – | – | ﹤0.01% | 2857 |
|
2022
Q4 | $321K | Hold |
11,058
| – | – | ﹤0.01% | 2712 |
|
2022
Q3 | $240K | Sell |
11,058
-1,249
| -10% | -$27.1K | ﹤0.01% | 2853 |
|
2022
Q2 | $248K | Buy |
12,307
+1,249
| +11% | +$25.2K | ﹤0.01% | 2851 |
|
2022
Q1 | $277K | Hold |
11,058
| – | – | ﹤0.01% | 2925 |
|
2021
Q4 | $293K | Hold |
11,058
| – | – | ﹤0.01% | 2928 |
|
2021
Q3 | $274K | Hold |
11,058
| – | – | ﹤0.01% | 2964 |
|
2021
Q2 | $268K | Hold |
11,058
| – | – | ﹤0.01% | 2971 |
|
2021
Q1 | $266K | Hold |
11,058
| – | – | ﹤0.01% | 2857 |
|
2020
Q4 | $341K | Hold |
11,058
| – | – | ﹤0.01% | 2533 |
|
2020
Q3 | $288K | Hold |
11,058
| – | – | ﹤0.01% | 2429 |
|
2020
Q2 | $327K | Hold |
11,058
| – | – | ﹤0.01% | 2294 |
|
2020
Q1 | $281K | Buy |
+11,058
| New | +$281K | ﹤0.01% | 2227 |
|