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 |
|