CVA Family Office’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 | $468K | Buy |
2,199
+753
| +52% | +$160K | 0.07% | 177 |
|
2025
Q1 | $259K | Buy |
1,446
+80
| +6% | +$14.3K | 0.04% | 242 |
|
2024
Q4 | $244K | Buy |
1,366
+51
| +4% | +$9.09K | 0.04% | 239 |
|
2024
Q3 | $197K | Sell |
1,315
-465
| -26% | -$69.6K | 0.03% | 264 |
|
2024
Q2 | $246K | Buy |
1,780
+27
| +2% | +$3.74K | 0.04% | 211 |
|
2024
Q1 | $261K | Buy |
1,753
+4
| +0.2% | +$596 | 0.05% | 207 |
|
2023
Q4 | $229K | Buy |
+1,749
| New | +$229K | 0.04% | 217 |
|
2023
Q3 | – | Sell |
-1,048
| Closed | -$115K | – | 375 |
|
2023
Q2 | $115K | Sell |
1,048
-531
| -34% | -$58.1K | 0.02% | 288 |
|
2023
Q1 | $152K | Buy |
1,579
+455
| +40% | +$43.8K | 0.03% | 257 |
|
2022
Q4 | $104K | Buy |
1,124
+327
| +41% | +$30.4K | 0.03% | 283 |
|
2022
Q3 | $73K | Sell |
797
-1,035
| -56% | -$94.8K | 0.02% | 286 |
|
2022
Q2 | $191K | Buy |
1,832
+420
| +30% | +$43.8K | 0.05% | 172 |
|
2022
Q1 | $185K | Buy |
1,412
+350
| +33% | +$45.9K | 0.04% | 182 |
|
2021
Q4 | $154K | Buy |
1,062
+902
| +564% | +$131K | 0.04% | 185 |
|
2021
Q3 | $11K | Sell |
160
-932
| -85% | -$64.1K | 0.01% | 288 |
|
2021
Q2 | $169K | Buy |
1,092
+627
| +135% | +$97K | 0.05% | 173 |
|
2021
Q1 | $59K | Buy |
465
+305
| +191% | +$38.7K | 0.02% | 257 |
|
2020
Q4 | $16K | Hold |
160
| – | – | 0.01% | 277 |
|
2020
Q3 | $11K | Hold |
160
| – | – | 0.01% | 288 |
|
2020
Q2 | $10K | Hold |
160
| – | – | 0.01% | 258 |
|
2020
Q1 | $8K | Buy |
+160
| New | +$8K | 0.01% | 248 |
|