Avior Wealth Management’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
$385K Buy
+1,809
New +$385K 0.01% 506
2025
Q1
Sell
-335
Closed -$59.8K 1055
2024
Q4
$59.8K Sell
335
-19
-5% -$3.39K ﹤0.01% 1082
2024
Q3
$53K Buy
354
+16
+5% +$2.4K ﹤0.01% 1094
2024
Q2
$46.8K Sell
338
-195
-37% -$27K ﹤0.01% 1115
2024
Q1
$79.4K Buy
533
+247
+86% +$36.8K ﹤0.01% 1049
2023
Q4
$37.6K Sell
286
-7
-2% -$919 ﹤0.01% 786
2023
Q3
$28.5K Sell
293
-11
-4% -$1.07K ﹤0.01% 881
2023
Q2
$33.2K Buy
304
+210
+223% +$23K ﹤0.01% 845
2023
Q1
$9.04K Buy
+94
New +$9.04K ﹤0.01% 1069
2021
Q4
Sell
-17
Closed -$2K 1108
2021
Q3
$2K Hold
17
﹤0.01% 930
2021
Q2
$2K Buy
+17
New +$2K ﹤0.01% 897
2020
Q4
Sell
-9
Closed 993
2020
Q3
$0 Hold
9
﹤0.01% 937
2020
Q2
$0 Hold
9
﹤0.01% 907
2020
Q1
$0 Hold
9
﹤0.01% 788
2019
Q4
$0 Hold
9
﹤0.01% 793
2019
Q3
$0 Buy
+9
New ﹤0.01% 789
2018
Q2
Sell
-11
Closed -$1K 792
2018
Q1
$1K Hold
11
﹤0.01% 715
2017
Q4
$1K Buy
+11
New +$1K ﹤0.01% 718