Dogwood Wealth Management’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 | $33K | Buy |
152
+76
| +100% | +$16.5K | 0.02% | 141 |
|
2025
Q1 | $13.6K | Buy |
76
+4
| +6% | +$715 | 0.01% | 180 |
|
2024
Q4 | $12.8K | Buy |
72
+1
| +1% | +$177 | 0.01% | 179 |
|
2024
Q3 | $10.7K | Hold |
71
| – | – | 0.01% | 159 |
|
2024
Q2 | $9.83K | Hold |
71
| – | – | 0.01% | 173 |
|
2024
Q1 | $10.5K | Buy |
71
+1
| +1% | +$148 | 0.01% | 188 |
|
2023
Q4 | $9.23K | Buy |
+70
| New | +$9.23K | 0.01% | 172 |
|