Congress Wealth Management’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	$8.12M	Buy	38,184 +5,861	+18%	+$1.25M	0.08%	288
2025 Q1	$5.8M	Buy	32,323 +2,062	+7%	+$370K	0.07%	307
2024 Q4	$5.4M	Sell	30,261 -5,513	-15%	-$983K	0.07%	277
2024 Q3	$5.36M	Buy	+35,774	New	+$5.36M	0.07%	285