Elk River 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 | $426K | Hold |
2,000
| – | – | 0.07% | 75 |
|
|
2025
Q1 | $359K | Hold |
2,000
| – | – | 0.07% | 77 |
|
|
2024
Q4 | $357K | Hold |
2,000
| – | – | 0.06% | 82 |
|
|
2024
Q3 | $299K | Hold |
2,000
| – | – | 0.05% | 81 |
|
|
2024
Q2 | $277K | Hold |
2,000
| – | – | 0.05% | 79 |
|
|
2024
Q1 | $298K | Hold |
2,000
| – | – | 0.06% | 81 |
|
|
2023
Q4 | $262K | Buy |
+2,000
| New | +$262K | 0.05% | 97 |
|
|
2023
Q3 | – | Sell |
-2,000
| Closed | -$219K | – | 106 |
|
|
2023
Q2 | $219K | Buy |
+2,000
| New | +$219K | 0.05% | 103 |
|
|
2022
Q3 | – | Sell |
-2,000
| Closed | -$208K | – | 99 |
|
|
2022
Q2 | $208K | Hold |
2,000
| – | – | 0.05% | 100 |
|
|
2022
Q1 | $263K | Hold |
2,000
| – | – | 0.06% | 105 |
|
|
2021
Q4 | $290K | Hold |
2,000
| – | – | 0.07% | 105 |
|
|
2021
Q3 | $324K | Hold |
2,000
| – | – | 0.08% | 97 |
|
|
2021
Q2 | $309K | Hold |
2,000
| – | – | 0.08% | 97 |
|
|
2021
Q1 | $254K | Buy |
+2,000
| New | +$254K | 0.07% | 105 |
|