Baker Tilly 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 | $733K | Sell |
3,444
-1,467
| -30% | -$312K | 0.26% | 86 |
|
|
2025
Q1 | $881K | Buy |
4,911
+87
| +2% | +$15.6K | 0.35% | 71 |
|
|
2024
Q4 | $860K | Buy |
4,824
+500
| +12% | +$89.2K | 0.34% | 67 |
|
|
2024
Q3 | $647K | Buy |
4,324
+1,289
| +42% | +$193K | 0.29% | 87 |
|
|
2024
Q2 | $420K | Sell |
3,035
-868
| -22% | -$120K | 0.17% | 144 |
|
|
2024
Q1 | $581K | Buy |
3,903
+23
| +0.6% | +$3.43K | 0.11% | 217 |
|
|
2023
Q4 | $509K | Sell |
3,880
-1,133
| -23% | -$149K | 0.08% | 274 |
|
|
2023
Q3 | $487K | Sell |
5,013
-10,919
| -69% | -$1.06M | 0.08% | 267 |
|
|
2023
Q2 | $1.74M | Buy |
15,932
+4,259
| +36% | +$466K | 0.18% | 121 |
|
|
2023
Q1 | $1.12M | Buy |
11,673
+4,974
| +74% | +$478K | 0.13% | 180 |
|
|
2022
Q4 | $623K | Buy |
6,699
+125
| +2% | +$11.6K | 0.08% | 272 |
|
|
2022
Q3 | $606K | Buy |
6,574
+27
| +0.4% | +$2.49K | 0.08% | 256 |
|
|
2022
Q2 | $682K | Buy |
6,547
+37
| +0.6% | +$3.85K | 0.09% | 242 |
|
|
2022
Q1 | $855K | Buy |
6,510
+68
| +1% | +$8.93K | 0.09% | 224 |
|
|
2021
Q4 | $935K | Buy |
6,442
+49
| +0.8% | +$7.11K | 0.1% | 217 |
|
|
2021
Q3 | $1.04M | Sell |
6,393
-45
| -0.7% | -$7.29K | 0.14% | 157 |
|
|
2021
Q2 | $996K | Sell |
6,438
-142
| -2% | -$22K | 0.16% | 145 |
|
|
2021
Q1 | $837K | Buy |
+6,580
| New | +$837K | 0.17% | 148 |
|