Cassaday & Co Wealth 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 | $2.24M | Buy |
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|
2025
Q2 | $1.59M | Buy |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.49M | Sell |
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|
2024
Q3 | $1.56M | Sell |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $797K | Sell |
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|
2023
Q2 | $907K | Buy |
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|
2023
Q1 | $652K | Sell |
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|
2022
Q4 | $727K | Buy |
|