Founders Financial Securities’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 | $1.64M | Sell |
7,722
-692
| -8% | -$147K | 0.12% | 171 |
|
2025
Q1 | $1.54M | Sell |
8,414
-911
| -10% | -$167K | 0.13% | 149 |
|
2024
Q4 | $1.66M | Buy |
9,325
+138
| +2% | +$24.6K | 0.15% | 123 |
|
2024
Q3 | $1.38M | Buy |
9,187
+707
| +8% | +$106K | 0.13% | 144 |
|
2024
Q2 | $1.17M | Buy |
8,480
+1,169
| +16% | +$162K | 0.11% | 157 |
|
2024
Q1 | $1.09M | Buy |
7,311
+658
| +10% | +$98K | 0.11% | 157 |
|
2023
Q4 | $872K | Buy |
6,653
+169
| +3% | +$22.2K | 0.1% | 182 |
|
2023
Q3 | $629K | Buy |
6,484
+284
| +5% | +$27.6K | 0.08% | 185 |
|
2023
Q2 | $678K | Buy |
6,200
+2,043
| +49% | +$223K | 0.09% | 176 |
|
2023
Q1 | $400K | Buy |
+4,157
| New | +$400K | 0.06% | 229 |
|
2021
Q3 | – | Sell |
-1,323
| Closed | -$205K | – | 265 |
|
2021
Q2 | $205K | Buy |
+1,323
| New | +$205K | 0.04% | 282 |
|
2017
Q4 | – | Sell |
-10,249
| Closed | -$868K | – | 95 |
|
2017
Q3 | $868K | Buy |
10,249
+3,072
| +43% | +$260K | 0.31% | 47 |
|
2017
Q2 | $593K | Buy |
+7,177
| New | +$593K | 0.23% | 69 |
|