Axiom Financial Strategies’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 | $367K | Buy |
1,725
+203
| +13% | +$43.2K | 0.2% | 28 |
|
2025
Q1 | $273K | Buy |
+1,522
| New | +$273K | 0.16% | 32 |
|
2022
Q4 | – | Sell |
-2,554
| Closed | -$235K | – | 43 |
|
2022
Q3 | $235K | Buy |
2,554
+252
| +11% | +$23.2K | 0.13% | 58 |
|
2022
Q2 | $240K | Hold |
2,302
| – | – | 0.13% | 62 |
|
2022
Q1 | $286K | Sell |
2,302
-62
| -3% | -$7.7K | 0.14% | 49 |
|
2021
Q4 | $343K | Hold |
2,364
| – | – | 0.16% | 52 |
|
2021
Q3 | $383K | Sell |
2,364
-903
| -28% | -$146K | 0.18% | 48 |
|
2021
Q2 | $505K | Hold |
3,267
| – | – | 0.23% | 42 |
|
2021
Q1 | $416K | Hold |
3,267
| – | – | 0.2% | 46 |
|
2020
Q4 | $235K | Hold |
3,267
| – | – | 0.14% | 58 |
|
2020
Q3 | $235K | Hold |
3,267
| – | – | 0.14% | 58 |
|
2020
Q2 | $204K | Buy |
+3,267
| New | +$204K | 0.13% | 66 |
|