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 |
|