Founders Financial Alliance’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 | $712K | Buy |
3,346
+1,929
| +136% | +$410K | 0.16% | 133 |
|
|
2025
Q1 | $254K | Buy |
1,417
+129
| +10% | +$23.1K | 0.06% | 288 |
|
|
2024
Q4 | $230K | Buy |
+1,288
| New | +$230K | 0.06% | 260 |
|
|
2022
Q2 | – | Sell |
-1,860
| Closed | -$244K | – | 510 |
|
|
2022
Q1 | $244K | Sell |
1,860
-8
| -0.4% | -$1.05K | 0.11% | 181 |
|
|
2021
Q4 | $271K | Buy |
1,868
+29
| +2% | +$4.21K | 0.11% | 195 |
|
|
2021
Q3 | $298K | Buy |
1,839
+150
| +9% | +$24.3K | 0.14% | 162 |
|
|
2021
Q2 | $261K | Buy |
1,689
+104
| +7% | +$16.1K | 0.12% | 193 |
|
|
2021
Q1 | $221K | Buy |
+1,585
| New | +$221K | 0.11% | 208 |
|
|
2020
Q4 | – | Sell |
-838
| Closed | -$60K | – | 588 |
|
|
2020
Q3 | $60K | Buy |
+838
| New | +$60K | 0.04% | 340 |
|