CWM
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Centurion Wealth Management’s Capital One COF Stock Holding History

Centurion Wealth Management’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$256K Sell
1,201
-129
-10% -$27.4K 0.07% 196
2025
Q1 		$237K Hold
1,330
– – 0.07% 183
2024
Q4 		$237K Buy
+1,330
New +$237K 0.07% 183