Atria Wealth Solutions’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
$2.84M Buy
13,319
+1,803
+16% +$384K 0.06% 332
2025
Q1
$2.06M Sell
11,516
-3,898
-25% -$699K 0.02% 617
2024
Q4
$2.75M Buy
15,414
+2,726
+21% +$486K 0.03% 531
2024
Q3
$1.9M Sell
12,688
-802
-6% -$120K 0.02% 658
2024
Q2
$1.87M Sell
13,490
-270
-2% -$37.4K 0.02% 645
2024
Q1
$2.05M Buy
13,760
+618
+5% +$92K 0.02% 627
2023
Q4
$1.72M Buy
13,142
+2,876
+28% +$377K 0.02% 648
2023
Q3
$996K Sell
10,266
-2,475
-19% -$240K 0.01% 807
2023
Q2
$1.39M Buy
12,741
+4,465
+54% +$488K 0.02% 708
2023
Q1
$796K Sell
8,276
-1,142
-12% -$110K 0.01% 897
2022
Q4
$876K Sell
9,418
-1,198
-11% -$111K 0.01% 809
2022
Q3
$978K Sell
10,616
-193
-2% -$17.8K 0.02% 717
2022
Q2
$1.13M Buy
10,809
+3,825
+55% +$398K 0.02% 630
2022
Q1
$917K Buy
+6,984
New +$917K 0.02% 772