AE Wealth Management’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
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|
2025
Q1 | $363K | Sell |
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|
2024
Q4 | $3.29M | Buy |
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|
2024
Q3 | $2.72M | Sell |
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|
2024
Q2 | $2.65M | Buy |
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|
2024
Q1 | $2.57M | Buy |
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|
2023
Q4 | $1.52M | Sell |
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|
2023
Q3 | $3.31M | Buy |
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|
2023
Q2 | $3.57M | Sell |
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|
2023
Q1 | $3.45M | Buy |
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|
2022
Q4 | $2.82M | Buy |
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|
2022
Q3 | $2.74M | Buy |
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|
2022
Q2 | $2.76M | Buy |
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|
2022
Q1 | $3.05M | Sell |
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|
2021
Q4 | $3.51M | Buy |
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|
2021
Q3 | $3.79M | Buy |
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|
2021
Q2 | $3.62M | Sell |
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|
2021
Q1 | $4.72M | Sell |
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|
2020
Q4 | $5.5M | Buy |
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|
2020
Q3 | $3.54M | Buy |
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|
2020
Q2 | $1.72M | Sell |
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|
2020
Q1 | $1.45M | Buy |
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|
2019
Q4 | $2.04M | Buy |
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|
2019
Q3 | $1.56M | Sell |
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|
2019
Q2 | $1.58M | Buy |
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|
2019
Q1 | $280K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $300K | Sell |
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|
2018
Q2 | $332K | Buy |
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|
2018
Q1 | $278K | Buy |
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|
2017
Q4 | $288K | Sell |
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|
2017
Q3 | $252K | Buy |
|