Forvis Mazars Wealth Advisors’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
Q2 | $5.14M | Buy |
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|
2025
Q1 | $3.66M | Buy |
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|
2024
Q4 | $3.62M | Sell |
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|
2024
Q3 | $3.18M | Sell |
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|
2024
Q2 | $2.98M | Sell |
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|
2024
Q1 | $3.39M | Sell |
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|
2023
Q4 | $3.23M | Sell |
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|
2023
Q3 | $2.47M | Sell |
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|
2023
Q2 | $3.31M | Sell |
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|
2023
Q1 | $3.2M | Buy |
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|
2022
Q4 | $2.96M | Sell |
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|
2022
Q3 | $2.94M | Buy |
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|
2022
Q2 | $3.19M | Buy |
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|
2022
Q1 | $3.89M | Buy |
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|
2021
Q4 | $4.11M | Sell |
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|
2021
Q3 | $4.65M | Sell |
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|
2021
Q2 | $4.52M | Sell |
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|
2021
Q1 | $3.83M | Sell |
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|
2020
Q4 | $3.08M | Buy |
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|
2020
Q3 | $2.11M | Buy |
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|
2020
Q2 | $1.74M | Buy |
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|
2020
Q1 | $683K | Buy |
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