Center for Financial Planning’s Capital One COF Stock Holding History

Center for Financial Planning’s Portfolio COF Stock Details COF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.83K	Hold
2025 Q2	$3.83K	Buy
2020 Q2	–	Sell
2020 Q1	$3K	Buy
2019 Q4	$0	Buy