AWS
Aspen Wealth Strategies’s Capital One COF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
5,156
+720
| +16% | +$153K | 0.66% | 23 |
|
|
2025
Q1 | $795K | Sell |
4,436
-117
| -3% | -$21K | 0.52% | 34 |
|
|
2024
Q4 | $812K | Buy |
4,553
+176
| +4% | +$31.4K | 0.52% | 33 |
|
|
2024
Q3 | $655K | Sell |
4,377
-95
| -2% | -$14.2K | 0.42% | 31 |
|
|
2024
Q2 | $668K | Sell |
4,472
-166
| -4% | -$24.8K | 0.46% | 31 |
|
|
2024
Q1 | $691K | Sell |
4,638
-516
| -10% | -$76.8K | 0.48% | 31 |
|
|
2023
Q4 | $676K | Buy |
5,154
+1,830
| +55% | +$240K | 0.49% | 35 |
|
|
2023
Q3 | $323K | Sell |
3,324
-31
| -0.9% | -$3.01K | 0.25% | 48 |
|
|
2023
Q2 | $367K | Buy |
+3,355
| New | +$367K | 0.28% | 46 |
|