Wells Fargo’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 | $264K | Buy |
9,181
+4,178
| +84% | +$120K | ﹤0.01% | 4222 |
|
|
2025
Q1 | $144K | Buy |
5,003
+112
| +2% | +$3.22K | ﹤0.01% | 4453 |
|
|
2024
Q4 | $174K | Buy |
4,891
+1,065
| +28% | +$38K | ﹤0.01% | 4390 |
|
|
2024
Q3 | $118K | Buy |
3,826
+736
| +24% | +$22.8K | ﹤0.01% | 4525 |
|
|
2024
Q2 | $88.5K | Buy |
3,090
+625
| +25% | +$17.9K | ﹤0.01% | 4642 |
|
|
2024
Q1 | $67.4K | Buy |
2,465
+317
| +15% | +$8.67K | ﹤0.01% | 4750 |
|
|
2023
Q4 | $62.9K | Buy |
2,148
+425
| +25% | +$12.5K | ﹤0.01% | 4765 |
|
|
2023
Q3 | $33.8K | Sell |
1,723
-938
| -35% | -$18.4K | ﹤0.01% | 5021 |
|
|
2023
Q2 | $61.2K | Buy |
2,661
+2,613
| +5,444% | +$60.1K | ﹤0.01% | 5055 |
|
|
2023
Q1 | $1.22K | Buy |
48
+1
| +2% | +$25 | ﹤0.01% | 6001 |
|
|
2022
Q4 | $1.36K | Buy |
47
+1
| +2% | +$29 | ﹤0.01% | 5766 |
|
|
2022
Q3 | $1K | Sell |
46
-1
| -2% | -$22 | ﹤0.01% | 5972 |
|
|
2022
Q2 | $1K | Buy |
47
+4
| +9% | +$85 | ﹤0.01% | 6184 |
|
|
2022
Q1 | $1K | Hold |
43
| – | – | ﹤0.01% | 6414 |
|
|
2021
Q4 | $1K | Sell |
43
-1
| -2% | -$23 | ﹤0.01% | 6420 |
|
|
2021
Q3 | $1K | Sell |
44
-2
| -4% | -$45 | ﹤0.01% | 6340 |
|
|
2021
Q2 | $1K | Sell |
46
-2,478
| -98% | -$53.9K | ﹤0.01% | 6293 |
|
|
2021
Q1 | $61K | Sell |
2,524
-14,226
| -85% | -$344K | ﹤0.01% | 5373 |
|
|
2020
Q4 | $516K | Buy |
16,750
+1,307
| +8% | +$40.3K | ﹤0.01% | 4411 |
|
|
2020
Q3 | $403K | Buy |
15,443
+2,546
| +20% | +$66.4K | ﹤0.01% | 4388 |
|
|
2020
Q2 | $381K | Buy |
12,897
+12,792
| +12,183% | +$378K | ﹤0.01% | 4382 |
|
|
2020
Q1 | $3K | Buy |
+105
| New | +$3K | ﹤0.01% | 5610 |
|