Ameritas Advisory Services’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 | $469K | Buy |
2,204
+821
| +59% | +$175K | 0.02% | 522 |
|
|
2025
Q1 | $247K | Sell |
1,383
-11
| -0.8% | -$1.97K | 0.01% | 755 |
|
|
2024
Q4 | $249K | Sell |
1,394
-30
| -2% | -$5.35K | 0.01% | 772 |
|
|
2024
Q3 | $213K | Sell |
1,424
-987
| -41% | -$148K | 0.01% | 793 |
|
|
2024
Q2 | $334K | Hold |
2,411
| – | – | 0.01% | 703 |
|
|
2024
Q1 | $347K | Sell |
2,411
-328
| -12% | -$47.2K | 0.01% | 664 |
|
|
2023
Q4 | $370K | Sell |
2,739
-685
| -20% | -$92.6K | 0.02% | 499 |
|
|
2023
Q3 | $329K | Buy |
3,424
+820
| +31% | +$78.9K | 0.02% | 605 |
|
|
2023
Q2 | $281K | Buy |
2,604
+194
| +8% | +$21K | 0.04% | 424 |
|
|
2023
Q1 | $232K | Buy |
+2,410
| New | +$232K | 0.01% | 725 |
|
|
2022
Q2 | – | Sell |
-1,795
| Closed | -$236K | – | 807 |
|
|
2022
Q1 | $236K | Buy |
1,795
+104
| +6% | +$13.7K | 0.01% | 739 |
|
|
2021
Q4 | $245K | Buy |
+1,691
| New | +$245K | 0.01% | 711 |
|