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