Forum Financial 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 | $3.6M | Buy |
16,912
+11,263
| +199% | +$2.4M | 0.05% | 75 |
|
|
2025
Q1 | $1.01M | Sell |
5,649
-3
| -0.1% | -$538 | 0.02% | 207 |
|
|
2024
Q4 | $1.01M | Buy |
5,652
+461
| +9% | +$82.2K | 0.02% | 210 |
|
|
2024
Q3 | $777K | Sell |
5,191
-2
| -0% | -$299 | 0.01% | 225 |
|
|
2024
Q2 | $719K | Sell |
5,193
-10
| -0.2% | -$1.38K | 0.01% | 223 |
|
|
2024
Q1 | $775K | Buy |
5,203
+6
| +0.1% | +$893 | 0.01% | 229 |
|
|
2023
Q4 | $681K | Buy |
5,197
+1
| +0% | +$131 | 0.01% | 219 |
|
|
2023
Q3 | $504K | Buy |
5,196
+1
| +0% | +$97 | 0.01% | 280 |
|
|
2023
Q2 | $568K | Buy |
5,195
+368
| +8% | +$40.3K | 0.01% | 267 |
|
|
2023
Q1 | $464K | Buy |
4,827
+1
| +0% | +$96 | 0.01% | 282 |
|
|
2022
Q4 | $449K | Hold |
4,826
| – | – | 0.01% | 277 |
|
|
2022
Q3 | $445K | Sell |
4,826
-1,248
| -21% | -$115K | 0.02% | 243 |
|
|
2022
Q2 | $633K | Buy |
6,074
+24
| +0.4% | +$2.5K | 0.03% | 192 |
|
|
2022
Q1 | $794K | Hold |
6,050
| – | – | 0.04% | 163 |
|
|
2021
Q4 | $878K | Buy |
+6,050
| New | +$878K | 0.05% | 144 |
|