Convergence Financial’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 | $417K | Sell |
1,958
-489
| -20% | -$104K | 0.07% | 127 |
|
|
2025
Q1 | $439K | Sell |
2,447
-26
| -1% | -$4.66K | 0.09% | 110 |
|
|
2024
Q4 | $441K | Buy |
2,473
+112
| +5% | +$20K | 0.09% | 98 |
|
|
2024
Q3 | $354K | Sell |
2,361
-1,889
| -44% | -$283K | 0.08% | 110 |
|
|
2024
Q2 | $588K | Buy |
+4,250
| New | +$588K | 0.16% | 79 |
|