Callan Family Office’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 | $16.7M | Buy |
78,298
+62,185
| +386% | +$13.2M | 0.53% | 32 |
|
|
2025
Q1 | $2.89M | Sell |
16,113
-7,556
| -32% | -$1.35M | 0.22% | 104 |
|
|
2024
Q4 | $4.22M | Buy |
23,669
+20,469
| +640% | +$3.65M | 0.27% | 71 |
|
|
2024
Q3 | $479K | Buy |
3,200
+890
| +39% | +$133K | 0.08% | 106 |
|
|
2024
Q2 | $320K | Buy |
+2,310
| New | +$320K | 0.06% | 114 |
|
|
2024
Q1 | – | Sell |
-2,147
| Closed | -$282K | – | 92 |
|
|
2023
Q4 | $282K | Buy |
2,147
+21
| +1% | +$2.75K | 0.07% | 81 |
|
|
2023
Q3 | $206K | Hold |
2,126
| – | – | 0.05% | 85 |
|
|
2023
Q2 | $233K | Sell |
2,126
-13,824
| -87% | -$1.51M | 0.06% | 96 |
|
|
2023
Q1 | $1.53M | Buy |
+15,950
| New | +$1.53M | 0.37% | 38 |
|