Financial Strategies Group’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
$9.1M Buy
41,407
+1,089
+3% +$239K 1.9% 16
2025
Q1
$6.59M Buy
40,318
+914
+2% +$149K 1.56% 20
2024
Q4
$6.91M Sell
39,404
-5,180
-12% -$908K 1.65% 19
2024
Q3
$6.98M Buy
44,584
+857
+2% +$134K 1.64% 19
2024
Q2
$5.99M Buy
43,727
+5,925
+16% +$812K 1.51% 20
2024
Q1
$5.43M Buy
37,802
+4,643
+14% +$666K 1.46% 21
2023
Q4
$4.35M Buy
33,159
+7,422
+29% +$973K 1.24% 19
2023
Q3
$2.52M Buy
25,737
+10,168
+65% +$997K 0.8% 29
2023
Q2
$1.7M Buy
+15,569
New +$1.7M 0.54% 35