AGH 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	$373K	Buy	1,751 +90	+5%	+$19.1K	0.31%	68
2025 Q1	$298K	Sell	1,661 -245	-13%	-$43.9K	0.29%	83
2024 Q4	$340K	Buy	+1,906	New	+$340K	0.32%	73