Beaird Harris 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 | $12.7K | Buy |
60
+34
| +131% | +$7.2K | ﹤0.01% | 361 |
|
2025
Q1 | $4.61K | Buy |
26
+14
| +117% | +$2.48K | ﹤0.01% | 388 |
|
2024
Q4 | $2.14K | Hold |
12
| – | – | ﹤0.01% | 430 |
|
2024
Q3 | $1.8K | Hold |
12
| – | – | ﹤0.01% | 450 |
|
2024
Q2 | $1.66K | Hold |
12
| – | – | ﹤0.01% | 555 |
|
2024
Q1 | $1.79K | Hold |
12
| – | – | ﹤0.01% | 483 |
|
2023
Q4 | $1.57K | Buy |
+12
| New | +$1.57K | ﹤0.01% | 490 |
|
2022
Q4 | – | Sell |
-62
| Closed | -$6K | – | 745 |
|
2022
Q3 | $6K | Hold |
62
| – | – | ﹤0.01% | 323 |
|
2022
Q2 | $6K | Sell |
62
-27
| -30% | -$2.61K | ﹤0.01% | 287 |
|
2022
Q1 | $12K | Buy |
89
+27
| +44% | +$3.64K | ﹤0.01% | 303 |
|
2021
Q4 | $9K | Buy |
+62
| New | +$9K | ﹤0.01% | 410 |
|