Beese Fulmer Investment 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 | $454K | Buy |
|
|||||
|
2025
Q2 | $454K | Buy |
|
|||||
|
2025
Q1 | $345K | Hold |
|
|||||
|
2024
Q4 | $343K | Hold |
|
|||||
|
2024
Q3 | $288K | Hold |
|
|||||
|
2024
Q2 | $267K | Hold |
|
|||||
|
2024
Q1 | $287K | Hold |
|
|||||
|
2023
Q4 | $252K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $211K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $201K | Hold |
|
|||||
|
2022
Q1 | $253K | Hold |
|
|||||
|
2021
Q4 | $279K | Hold |
|
|||||
|
2021
Q3 | $312K | Hold |
|
|||||
|
2021
Q2 | $298K | Hold |
|
|||||
|
2021
Q1 | $245K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $120K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $212K | Hold |
|
|||||
|
2018
Q2 | $205K | Hold |
|
|||||
|
2018
Q1 | $214K | Sell |
|
|||||
|
2017
Q4 | $259K | Hold |
|
|||||
|
2017
Q3 | $220K | Hold |
|
|||||
|
2017
Q2 | $215K | Hold |
|
|||||
|
2017
Q1 | $225K | Hold |
|
|||||
|
2016
Q4 | $227K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $229K | Hold |
|
|||||
|
2015
Q1 | $205K | Hold |
|
|||||
|
2014
Q4 | $215K | Hold |
|
|||||
|
2014
Q3 | $212K | Hold |
|
|||||
|
2014
Q2 | $215K | Hold |
|
|||||
|
2014
Q1 | $201K | Buy |
|