Crewe Advisors’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 | $426 | Sell |
2
-1
| -33% | -$213 | ﹤0.01% | 656 |
|
|
2025
Q1 | $538 | Hold |
3
| – | – | ﹤0.01% | 620 |
|
|
2024
Q4 | $535 | Buy |
+3
| New | +$535 | ﹤0.01% | 556 |
|
|
2024
Q2 | – | Sell |
-35
| Closed | -$5.21K | – | 956 |
|
|
2024
Q1 | $5.21K | Buy |
+35
| New | +$5.21K | ﹤0.01% | 722 |
|
|
2023
Q2 | – | Sell |
-73
| Closed | -$7.02K | – | 901 |
|
|
2023
Q1 | $7.02K | Sell |
73
-13
| -15% | -$1.25K | ﹤0.01% | 594 |
|
|
2022
Q4 | $8K | Sell |
86
-75
| -47% | -$6.97K | ﹤0.01% | 594 |
|
|
2022
Q3 | $15K | Buy |
161
+50
| +45% | +$4.66K | ﹤0.01% | 544 |
|
|
2022
Q2 | $12K | Buy |
+111
| New | +$12K | ﹤0.01% | 547 |
|
|
2020
Q1 | – | Sell |
-284
| Closed | -$29K | – | 191 |
|
|
2019
Q4 | $29K | Buy |
+284
| New | +$29K | 0.01% | 135 |
|
|
2018
Q3 | – | Sell |
-104
| Closed | -$10K | – | 238 |
|
|
2018
Q2 | $10K | Hold |
104
| – | – | 0.01% | 209 |
|
|
2018
Q1 | $10K | Hold |
104
| – | – | 0.01% | 220 |
|
|
2017
Q4 | $10K | Buy |
+104
| New | +$10K | 0.01% | 220 |
|