FFT 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
Q1 | – | Sell |
-2,720
| Closed | -$485K | – | 125 |
|
2024
Q4 | $485K | Buy |
2,720
+65
| +2% | +$11.6K | 0.04% | 96 |
|
2024
Q3 | $398K | Buy |
2,655
+26
| +1% | +$3.89K | 0.03% | 107 |
|
2024
Q2 | $364K | Buy |
2,629
+2
| +0.1% | +$277 | 0.03% | 100 |
|
2024
Q1 | $391K | Buy |
2,627
+302
| +13% | +$45K | 0.03% | 90 |
|
2023
Q4 | $305K | Buy |
2,325
+80
| +4% | +$10.5K | 0.03% | 87 |
|
2023
Q3 | $218K | Hold |
2,245
| – | – | 0.03% | 94 |
|
2023
Q2 | $246K | Sell |
2,245
-75
| -3% | -$8.2K | 0.03% | 95 |
|
2023
Q1 | $223K | Buy |
2,320
+45
| +2% | +$4.33K | 0.03% | 101 |
|
2022
Q4 | $211K | Hold |
2,275
| – | – | 0.03% | 100 |
|
2022
Q3 | $210K | Buy |
+2,275
| New | +$210K | 0.03% | 86 |
|