Angeles Investment 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
Q1 | – | Sell |
-4,280
| Closed | -$763K | – | 73 |
|
2024
Q4 | $763K | Sell |
4,280
-31
| -0.7% | -$5.53K | 0.04% | 56 |
|
2024
Q3 | $645K | Hold |
4,311
| – | – | 0.03% | 78 |
|
2024
Q2 | $597K | Buy |
4,311
+98
| +2% | +$13.6K | 0.03% | 83 |
|
2024
Q1 | $627K | Buy |
4,213
+171
| +4% | +$25.5K | 0.03% | 82 |
|
2023
Q4 | $530K | Sell |
4,042
-1,008
| -20% | -$132K | 0.03% | 92 |
|
2023
Q3 | $490K | Buy |
+5,050
| New | +$490K | 0.04% | 81 |
|