Aaron Wealth 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 | $1.46M | Buy |
6,867
+3,585
| +109% | +$763K | 0.15% | 93 |
|
2025
Q1 | $588K | Buy |
3,282
+101
| +3% | +$18.1K | 0.07% | 184 |
|
2024
Q4 | $567K | Buy |
3,181
+299
| +10% | +$53.3K | 0.07% | 183 |
|
2024
Q3 | $432K | Buy |
2,882
+825
| +40% | +$124K | 0.05% | 222 |
|
2024
Q2 | $285K | Buy |
2,057
+326
| +19% | +$45.1K | 0.04% | 247 |
|
2024
Q1 | $258K | Buy |
+1,731
| New | +$258K | 0.04% | 242 |
|
2022
Q4 | – | Sell |
-5,364
| Closed | -$494K | – | 246 |
|
2022
Q3 | $494K | Sell |
5,364
-508
| -9% | -$46.8K | 0.09% | 112 |
|
2022
Q2 | $611K | Sell |
5,872
-927,206
| -99% | -$96.5M | 0.15% | 85 |
|
2022
Q1 | $7.11M | Buy |
+933,078
| New | +$7.11M | 0.1% | 100 |
|