D.B. Root & Company’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
$330K Buy
1,549
+92
+6% +$19.6K 0.1% 141
2025
Q1
$261K Buy
1,457
+10
+0.7% +$1.79K 0.08% 143
2024
Q4
$258K Buy
1,447
+20
+1% +$3.57K 0.08% 148
2024
Q3
$214K Sell
1,427
-80
-5% -$12K 0.07% 172
2024
Q2
$209K Buy
+1,507
New +$209K 0.07% 182