Connectus Wealth’s Capital One COF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $5.18M | Buy |
34,740
+31,144
| +866% | +$4.64M | 0.14% | 119 |
|
2023
Q4 | $472K | Buy |
3,596
+164
| +5% | +$21.5K | 0.01% | 410 |
|
2023
Q3 | $333K | Sell |
3,432
-167
| -5% | -$16.2K | 0.01% | 426 |
|
2023
Q2 | $394K | Buy |
3,599
+22
| +0.6% | +$2.41K | 0.01% | 368 |
|
2023
Q1 | $344K | Buy |
+3,577
| New | +$344K | 0.01% | 372 |
|
2022
Q3 | – | Sell |
-28,510
| Closed | -$2.98M | – | 503 |
|
2022
Q2 | $2.98M | Buy |
28,510
+5,249
| +23% | +$548K | 0.07% | 178 |
|
2022
Q1 | $3.38M | Sell |
23,261
-3,229
| -12% | -$470K | 0.11% | 128 |
|
2021
Q4 | $3.85M | Buy |
+26,490
| New | +$3.85M | 0.15% | 90 |
|