AAS
Avantax Advisory Services’s Capital One COF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $14.3M | Buy |
67,414
+8,593
| +15% | +$1.83M | 0.08% | 197 |
|
2025
Q1 | $10.5M | Buy |
58,821
+2,256
| +4% | +$404K | 0.06% | 233 |
|
2024
Q4 | $10.1M | Buy |
56,565
+2,771
| +5% | +$494K | 0.06% | 228 |
|
2024
Q3 | $8.05M | Sell |
53,794
-569
| -1% | -$85.2K | 0.05% | 278 |
|
2024
Q2 | $7.53M | Buy |
54,363
+35,030
| +181% | +$4.85M | 0.05% | 269 |
|
2024
Q1 | $2.88M | Sell |
19,333
-89
| -0.5% | -$13.3K | 0.03% | 444 |
|
2023
Q4 | $2.55M | Sell |
19,422
-901
| -4% | -$118K | 0.03% | 441 |
|
2023
Q3 | $1.97M | Sell |
20,323
-469
| -2% | -$45.5K | 0.02% | 462 |
|
2023
Q2 | $2.27M | Sell |
20,792
-615
| -3% | -$67.3K | 0.03% | 418 |
|
2023
Q1 | $2.06M | Sell |
21,407
-2,066
| -9% | -$199K | 0.03% | 438 |
|
2022
Q4 | $2.18M | Buy |
23,473
+573
| +3% | +$53.3K | 0.03% | 393 |
|
2022
Q3 | $2.11M | Sell |
22,900
-1,007
| -4% | -$92.8K | 0.03% | 362 |
|
2022
Q2 | $2.49M | Buy |
23,907
+14
| +0.1% | +$1.46K | 0.04% | 335 |
|
2022
Q1 | $3.13M | Buy |
23,893
+1,553
| +7% | +$204K | 0.04% | 292 |
|
2021
Q4 | $3.24M | Buy |
22,340
+740
| +3% | +$107K | 0.05% | 273 |
|
2021
Q3 | $3.5M | Sell |
21,600
-1,301
| -6% | -$211K | 0.06% | 240 |
|
2021
Q2 | $3.54M | Sell |
22,901
-40
| -0.2% | -$6.19K | 0.06% | 227 |
|
2021
Q1 | $2.92M | Buy |
22,941
+425
| +2% | +$54.1K | 0.06% | 232 |
|
2020
Q4 | $2.23M | Sell |
22,516
-12,153
| -35% | -$1.2M | 0.05% | 251 |
|
2020
Q3 | $2.49M | Buy |
34,669
+26,138
| +306% | +$1.88M | 0.04% | 323 |
|
2020
Q2 | $534K | Buy |
8,531
+204
| +2% | +$12.8K | 0.02% | 467 |
|
2020
Q1 | $421K | Buy |
8,327
+83
| +1% | +$4.2K | 0.01% | 475 |
|
2019
Q4 | $843K | Buy |
8,244
+834
| +11% | +$85.3K | 0.02% | 367 |
|
2019
Q3 | $674K | Buy |
7,410
+113
| +2% | +$10.3K | 0.03% | 275 |
|
2019
Q2 | $662K | Buy |
7,297
+216
| +3% | +$19.6K | 0.03% | 250 |
|
2019
Q1 | $578K | Buy |
7,081
+88
| +1% | +$7.18K | 0.03% | 252 |
|
2018
Q4 | $529K | Buy |
+6,993
| New | +$529K | 0.09% | 214 |
|