Financial Advocates Investment 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 | $588K | Buy |
+2,762
| New | +$588K | 0.05% | 323 |
|
2022
Q2 | – | Sell |
-2,553
| Closed | -$336K | – | 707 |
|
2022
Q1 | $336K | Sell |
2,553
-305
| -11% | -$40.1K | 0.02% | 543 |
|
2021
Q4 | $414K | Buy |
2,858
+428
| +18% | +$62K | 0.03% | 530 |
|
2021
Q3 | $394K | Sell |
2,430
-7,466
| -75% | -$1.21M | 0.03% | 536 |
|
2021
Q2 | $1.53M | Buy |
+9,896
| New | +$1.53M | 0.1% | 233 |
|