Beacon Pointe Advisors’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
Q2
$7.5M Buy
2025
Q1
$5.91M Sell
2024
Q4
$6.2M Buy
2024
Q3
$4.78M Buy
2024
Q2
$4.19M Buy
2024
Q1
$3.91M Buy
2023
Q4
$2.55M Buy
2023
Q3
$781K Buy
2023
Q2
$491K Sell
2023
Q1
$468K Buy
2022
Q4
$383K Sell
2022
Q3
$573K Buy
2022
Q2
$452K Sell
2022
Q1
$3.73M Buy
2021
Q4
$652K Buy
2021
Q3
$483K Sell
2021
Q2
$685K Buy
2021
Q1
Sell
2020
Q4
$259K Buy