Bell Investment Advisors’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 | $42.6K | Buy |
200
+93
| +87% | +$19.8K | 0.01% | 276 |
|
|
2025
Q1 | $19.2K | Hold |
107
| – | – | ﹤0.01% | 402 |
|
|
2024
Q4 | $19.1K | Sell |
107
-11
| -9% | -$1.96K | ﹤0.01% | 396 |
|
|
2024
Q3 | $17.7K | Sell |
118
-5
| -4% | -$749 | ﹤0.01% | 430 |
|
|
2024
Q2 | $17K | Hold |
123
| – | – | ﹤0.01% | 431 |
|
|
2024
Q1 | $18.3K | Hold |
123
| – | – | ﹤0.01% | 399 |
|
|
2023
Q4 | $16.1K | Hold |
123
| – | – | ﹤0.01% | 409 |
|
|
2023
Q3 | $11.9K | Buy |
123
+10
| +9% | +$971 | ﹤0.01% | 447 |
|
|
2023
Q2 | $12.4K | Buy |
113
+7
| +7% | +$766 | ﹤0.01% | 438 |
|
|
2023
Q1 | $10.2K | Buy |
106
+25
| +31% | +$2.4K | ﹤0.01% | 479 |
|
|
2022
Q4 | $7.53K | Buy |
81
+47
| +138% | +$4.37K | ﹤0.01% | 602 |
|
|
2022
Q3 | $3K | Sell |
34
-9
| -21% | -$794 | ﹤0.01% | 888 |
|
|
2022
Q2 | $4K | Buy |
+43
| New | +$4K | ﹤0.01% | 779 |
|
|
2021
Q4 | $12K | Buy |
82
+9
| +12% | +$1.32K | ﹤0.01% | 437 |
|
|
2021
Q3 | $12K | Buy |
+73
| New | +$12K | ﹤0.01% | 405 |
|