Exencial Wealth Advisors’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 | $400K | Buy |
1,882
+252
| +15% | +$53.6K | 0.01% | 401 |
|
|
2025
Q1 | $292K | Buy |
1,630
+51
| +3% | +$9.15K | 0.01% | 430 |
|
|
2024
Q4 | $282K | Sell |
1,579
-105
| -6% | -$18.7K | 0.01% | 426 |
|
|
2024
Q3 | $252K | Buy |
1,684
+40
| +2% | +$5.99K | 0.01% | 446 |
|
|
2024
Q2 | $228K | Buy |
1,644
+75
| +5% | +$10.4K | 0.01% | 450 |
|
|
2024
Q1 | $234K | Buy |
+1,569
| New | +$234K | 0.01% | 462 |
|