Forum Financial Management’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.78M | Buy |
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|
2025
Q2 | $3.6M | Buy |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $777K | Sell |
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|
2024
Q2 | $719K | Sell |
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|
2024
Q1 | $775K | Buy |
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|
2023
Q4 | $681K | Buy |
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|
2023
Q3 | $504K | Buy |
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|
2023
Q2 | $568K | Buy |
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|
2023
Q1 | $464K | Buy |
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|
2022
Q4 | $449K | Hold |
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|
2022
Q3 | $445K | Sell |
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|
2022
Q2 | $633K | Buy |
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|
2022
Q1 | $794K | Hold |
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|
2021
Q4 | $878K | Buy |
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