AA Financial Advisors’s Capital One COF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $464K | Buy |
2,182
+329
| +18% | +$70K | 0.1% | 115 |
|
2025
Q1 | $332K | Buy |
1,853
+380
| +26% | +$68.1K | 0.08% | 123 |
|
2024
Q4 | $263K | Hold |
1,473
| – | – | 0.07% | 146 |
|
2024
Q3 | $221K | Sell |
1,473
-100
| -6% | -$15K | 0.06% | 158 |
|
2024
Q2 | $218K | Sell |
1,573
-24
| -2% | -$3.32K | 0.08% | 152 |
|
2024
Q1 | $238K | Buy |
+1,597
| New | +$238K | 0.1% | 144 |
|