Charter Oak Capital Management’s Capital One COF Stock Holding History

Charter Oak Capital Management’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	$317K	Sell
2025 Q2	$318K	Buy
2022 Q3	–	Sell
2022 Q2	$12K	Sell
2022 Q1	$33K	Buy
2021 Q4	$16K	Hold
2021 Q3	$0	Hold
2021 Q2	$0	Hold
2021 Q1	$0	Hold
2020 Q4	$0	Buy