BDO Wealth Advisors’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $101K | Sell |
926
-15,286
| -94% | -$1.67M | 0.01% | 341 |
|
|
2023
Q1 | $1.56M | Buy |
16,212
+3,566
| +28% | +$343K | 0.19% | 102 |
|
|
2022
Q4 | $1.18M | Buy |
12,646
+160
| +1% | +$14.9K | 0.15% | 118 |
|
|
2022
Q3 | $1.15M | Sell |
12,486
-125
| -1% | -$11.5K | 0.15% | 119 |
|
|
2022
Q2 | $1.31M | Sell |
12,611
-215
| -2% | -$22.4K | 0.16% | 112 |
|
|
2022
Q1 | $1.68M | Buy |
12,826
+714
| +6% | +$93.7K | 0.18% | 99 |
|
|
2021
Q4 | $1.76M | Sell |
12,112
-194
| -2% | -$28.1K | 0.19% | 98 |
|
|
2021
Q3 | $1.99M | Sell |
12,306
-130
| -1% | -$21.1K | 0.22% | 80 |
|
|
2021
Q2 | $1.92M | Sell |
12,436
-427
| -3% | -$66.1K | 0.21% | 81 |
|
|
2021
Q1 | $1.64M | Sell |
12,863
-2,973
| -19% | -$378K | 0.19% | 93 |
|
|
2020
Q4 | $1.57M | Sell |
15,836
-18
| -0.1% | -$1.78K | 0.22% | 81 |
|
|
2020
Q3 | $1.14M | Buy |
15,854
+44
| +0.3% | +$3.16K | 0.19% | 85 |
|
|
2020
Q2 | $990K | Buy |
15,810
+1,047
| +7% | +$65.6K | 0.17% | 89 |
|
|
2020
Q1 | $744K | Buy |
14,763
+3,432
| +30% | +$173K | 0.15% | 102 |
|
|
2019
Q4 | $1.17M | Sell |
11,331
-725
| -6% | -$74.6K | 0.3% | 70 |
|
|
2019
Q3 | $1.1M | Buy |
12,056
+466
| +4% | +$42.4K | 0.28% | 71 |
|
|
2019
Q2 | $1.05M | Buy |
11,590
+102
| +0.9% | +$9.26K | 0.29% | 72 |
|
|
2019
Q1 | $938K | Buy |
11,488
+927
| +9% | +$75.7K | 0.27% | 72 |
|
|
2018
Q4 | $798K | Sell |
10,561
-358
| -3% | -$27.1K | 0.27% | 73 |
|
|
2018
Q3 | $1.04M | Buy |
10,919
+477
| +5% | +$45.3K | 0.34% | 59 |
|
|
2018
Q2 | $960K | Buy |
10,442
+871
| +9% | +$80.1K | 0.33% | 62 |
|
|
2018
Q1 | $917K | Buy |
9,571
+663
| +7% | +$63.5K | 0.34% | 56 |
|
|
2017
Q4 | $887K | Buy |
8,908
+450
| +5% | +$44.8K | 0.4% | 49 |
|
|
2017
Q3 | $716K | Buy |
8,458
+275
| +3% | +$23.3K | 0.36% | 53 |
|
|
2017
Q2 | $676K | Buy |
+8,183
| New | +$676K | 0.3% | 63 |
|