Diversify Advisory Services’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 | $1.28M | Buy |
+5,910
| New | +$1.28M | 0.05% | 276 |
|
2025
Q1 | – | Sell |
-2,238
| Closed | -$392K | – | 640 |
|
2024
Q4 | $392K | Sell |
2,238
-386
| -15% | -$67.6K | 0.02% | 414 |
|
2024
Q3 | $409K | Buy |
+2,624
| New | +$409K | 0.02% | 412 |
|
2024
Q2 | – | Sell |
-3,469
| Closed | -$504K | – | 653 |
|
2024
Q1 | $504K | Buy |
+3,469
| New | +$504K | 0.03% | 428 |
|