Concord Wealth Partners’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 | $64K | Hold |
|
|||||
|
2025
Q2 | $64K | Buy |
|
|||||
|
2025
Q1 | $40.2K | Sell |
|
|||||
|
2024
Q4 | $41.4K | Sell |
|
|||||
|
2024
Q3 | $48.3K | Buy |
|
|||||
|
2024
Q2 | $20.7K | Sell |
|
|||||
|
2024
Q1 | $62.2K | Buy |
|
|||||
|
2023
Q4 | $47.2K | Sell |
|
|||||
|
2023
Q3 | $70.2K | Sell |
|
|||||
|
2023
Q2 | $453K | Buy |
|
|||||
|
2023
Q1 | $224K | Buy |
|
|||||
|
2022
Q4 | $61K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $78K | Sell |
|
|||||
|
2022
Q1 | $116K | Sell |
|
|||||
|
2021
Q4 | $138K | Buy |
|
|||||
|
2021
Q3 | $94K | Sell |
|
|||||
|
2021
Q2 | $130K | Sell |
|
|||||
|
2021
Q1 | $169K | Sell |
|
|||||
|
2020
Q4 | $138K | Buy |
|