Cornerstone Wealth Group’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 | $389K | Buy |
1,829
+536
| +41% | +$114K | 0.03% | 210 |
|
2025
Q1 | $232K | Buy |
1,293
+84
| +7% | +$15.1K | 0.02% | 257 |
|
2024
Q4 | $216K | Buy |
+1,209
| New | +$216K | 0.02% | 252 |
|
2022
Q2 | – | Sell |
-15,766
| Closed | -$2.07M | – | 134 |
|
2022
Q1 | $2.07M | Sell |
15,766
-5,298
| -25% | -$696K | 0.38% | 84 |
|
2021
Q4 | $3.06M | Buy |
21,064
+980
| +5% | +$142K | 0.52% | 70 |
|
2021
Q3 | $3.25M | Sell |
20,084
-2,888
| -13% | -$468K | 0.57% | 61 |
|
2021
Q2 | $3.53M | Buy |
22,972
+1,790
| +8% | +$275K | 0.72% | 39 |
|
2021
Q1 | $2.82M | Buy |
+21,182
| New | +$2.82M | 0.57% | 70 |
|