Bartlett & Co Wealth Management’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $734K | Buy |
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|
2025
Q2 | $727K | Buy |
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|
2025
Q1 | $84.3K | Buy |
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|
2024
Q4 | $38.9K | Hold |
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|
2024
Q3 | $32.6K | Hold |
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|
2024
Q2 | $30.2K | Sell |
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|
2024
Q1 | $36.9K | Hold |
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|
2023
Q4 | $32.7K | Buy |
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|
2023
Q3 | $2.91K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $645 | Sell |
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|
2022
Q2 | $1.77K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $7.89K | Hold |
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|
2021
Q1 | $6.49K | Hold |
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|
2020
Q4 | $5.04K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $6.26K | Sell |
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|
2020
Q1 | $10.1K | Sell |
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|
2019
Q4 | $41.2K | Sell |
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|
2019
Q3 | $63.7K | Buy |
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|
2019
Q2 | $18.1K | Buy |
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