BOK Financial Private Wealth’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8
| Closed | -$1.43K | – | 514 |
|
|
2024
Q4 | $1.43K | Buy |
+8
| New | +$1.43K | ﹤0.01% | 472 |
|
|
2023
Q3 | – | Sell |
-110
| Closed | -$12K | – | 383 |
|
|
2023
Q2 | $12K | Hold |
110
| – | – | ﹤0.01% | 308 |
|
|
2023
Q1 | $10.6K | Hold |
110
| – | – | ﹤0.01% | 338 |
|
|
2022
Q4 | $10.2K | Hold |
110
| – | – | ﹤0.01% | 320 |
|
|
2022
Q3 | $10K | Hold |
110
| – | – | ﹤0.01% | 328 |
|
|
2022
Q2 | $11K | Sell |
110
-1,549
| -93% | -$155K | ﹤0.01% | 334 |
|
|
2022
Q1 | $218K | Buy |
1,659
+194
| +13% | +$25.5K | 0.02% | 285 |
|
|
2021
Q4 | $213K | Sell |
1,465
-250
| -15% | -$36.3K | 0.01% | 288 |
|
|
2021
Q3 | $278K | Buy |
1,715
+273
| +19% | +$44.3K | 0.02% | 202 |
|
|
2021
Q2 | $223K | Buy |
+1,442
| New | +$223K | 0.02% | 211 |
|
|
2020
Q1 | – | Sell |
-2,845
| Closed | -$293K | – | 189 |
|
|
2019
Q4 | $293K | Buy |
+2,845
| New | +$293K | 0.02% | 157 |
|