Creative Planning’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $39.2M | Buy |
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|
2025
Q2 | $35.7M | Buy |
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|
2025
Q1 | $13.2M | Buy |
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|
2024
Q4 | $11M | Buy |
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|
2024
Q3 | $7.86M | Buy |
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|
2024
Q2 | $6.78M | Buy |
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|
2024
Q1 | $6.63M | Buy |
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|
2023
Q4 | $5.47M | Buy |
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|
2023
Q3 | $3.33M | Sell |
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|
2023
Q2 | $3.88M | Buy |
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|
2023
Q1 | $2.97M | Buy |
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|
2022
Q4 | $2.65M | Buy |
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|
2022
Q3 | $2.62M | Sell |
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|
2022
Q2 | $3.01M | Buy |
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|
2022
Q1 | $3.52M | Buy |
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|
2021
Q4 | $3.32M | Buy |
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|
2021
Q3 | $2.86M | Buy |
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|
2021
Q2 | $2.3M | Sell |
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|
2021
Q1 | $2M | Buy |
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|
2020
Q4 | $1.46M | Buy |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $1.06M | Buy |
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|
2020
Q1 | $768K | Buy |
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|
2019
Q4 | $1.42M | Buy |
|
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|
2019
Q3 | $1.1M | Sell |
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|
2019
Q2 | $1.16M | Buy |
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|
2019
Q1 | $908K | Buy |
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|
2018
Q4 | $819K | Sell |
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|
2018
Q3 | $1.09M | Sell |
|
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|
2018
Q2 | $1.06M | Sell |
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|
2018
Q1 | $1.67M | Buy |
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|
2017
Q4 | $1.16M | Buy |
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|
2017
Q3 | $922K | Sell |
|
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|
2017
Q2 | $1.12M | Buy |
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|
2017
Q1 | $1.07M | Buy |
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|
2016
Q4 | $963K | Buy |
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|
2016
Q3 | $770K | Buy |
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|
2016
Q2 | $504K | Buy |
|
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|
2016
Q1 | $479K | Sell |
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|
2015
Q4 | $685K | Buy |
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|
2015
Q3 | $640K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $715K | Sell |
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|
2014
Q4 | $816K | Buy |
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|
2014
Q3 | $803K | Buy |
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|
2014
Q2 | $747K | Buy |
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|
2014
Q1 | $610K | Sell |
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|
2013
Q4 | $641K | Sell |
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|
2013
Q3 | $578K | Buy |
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|
2013
Q2 | $464K | Buy |
|