EFS
Essex Financial Services’s Capital One COF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $862K | Buy |
4,050
+2,390
| +144% | +$509K | 0.06% | 290 |
|
|
2025
Q1 | $298K | Buy |
1,660
+52
| +3% | +$9.32K | 0.02% | 498 |
|
|
2024
Q4 | $287K | Sell |
1,608
-89
| -5% | -$15.9K | 0.02% | 504 |
|
|
2024
Q3 | $264K | Buy |
1,697
+26
| +2% | +$4.04K | 0.02% | 524 |
|
|
2024
Q2 | $225K | Buy |
1,671
+316
| +23% | +$42.5K | 0.02% | 558 |
|
|
2024
Q1 | $202K | Buy |
+1,355
| New | +$202K | 0.02% | 514 |
|