Concurrent Investment Advisors’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.22M | Buy |
19,819
+2,030
| +11% | +$432K | 0.08% | 255 |
|
|
2025
Q1 | $3.19M | Buy |
17,789
+1,114
| +7% | +$200K | 0.08% | 261 |
|
|
2024
Q4 | $2.97M | Buy |
+16,675
| New | +$2.97M | 0.08% | 247 |
|
|
2024
Q3 | – | Sell |
-2,108
| Closed | -$292K | – | 1026 |
|
|
2024
Q2 | $292K | Sell |
2,108
-241
| -10% | -$33.4K | 0.01% | 738 |
|
|
2024
Q1 | $350K | Sell |
2,349
-138
| -6% | -$20.5K | 0.01% | 631 |
|
|
2023
Q4 | $326K | Buy |
+2,487
| New | +$326K | 0.02% | 621 |
|