Fiduciary Alliance’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 | $2.6M | Buy |
12,228
+3,530
| +41% | +$751K | 0.19% | 116 |
|
|
2025
Q1 | $1.56M | Sell |
8,698
-363
| -4% | -$65.1K | 0.15% | 131 |
|
|
2024
Q4 | $1.62M | Buy |
+9,061
| New | +$1.62M | 0.16% | 122 |
|
|
2023
Q3 | – | Sell |
-181
| Closed | -$19.8K | – | 304 |
|
|
2023
Q2 | $19.8K | Buy |
+181
| New | +$19.8K | ﹤0.01% | 456 |
|
|
2023
Q1 | – | Sell |
-20
| Closed | -$1.86K | – | 279 |
|
|
2022
Q4 | $1.86K | Buy |
+20
| New | +$1.86K | ﹤0.01% | 710 |
|