Annex Advisory Services’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
Q4
$4.4M Buy
2019
Q1
Sell
2018
Q4
$2.21M Buy
2018
Q3
$2.56M Buy
2018
Q2
$2.26M Buy
2018
Q1
$2.16M Buy
2017
Q4
$2.01M Buy
2017
Q3
$1.58M Buy
2017
Q2
$1.43M Buy
2017
Q1
$955K Sell
2016
Q4
$1.16M Buy
2016
Q3
$669K Buy
2016
Q2
$564K Sell
2016
Q1
$621K Buy
2015
Q4
$537K Buy
2015
Q3
$471K Buy
2015
Q2
$416K Buy
2015
Q1
$273K Buy