Foundations Investment Advisors’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 | $961K | Buy |
4,517
+2,390
| +112% | +$508K | 0.02% | 444 |
|
|
2025
Q1 | $381K | Buy |
2,127
+90
| +4% | +$16.1K | 0.01% | 647 |
|
|
2024
Q4 | $363K | Buy |
2,037
+13
| +0.6% | +$2.32K | 0.01% | 608 |
|
|
2024
Q3 | $303K | Buy |
2,024
+258
| +15% | +$38.6K | 0.01% | 631 |
|
|
2024
Q2 | $244K | Sell |
1,766
-10
| -0.6% | -$1.38K | 0.01% | 664 |
|
|
2024
Q1 | $264K | Sell |
1,776
-272
| -13% | -$40.5K | 0.01% | 607 |
|
|
2023
Q4 | $276K | Buy |
+2,048
| New | +$276K | 0.01% | 572 |
|