GenTrust’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 | $1.36M | Buy |
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|
2025
Q2 | $1.27M | Buy |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $1.06M | Hold |
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|
2024
Q3 | $887K | Hold |
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|
2024
Q2 | $820K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.49M | Hold |
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|
2023
Q2 | $1.68M | Hold |
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|
2023
Q1 | $1.48M | Hold |
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|
2022
Q4 | $1.43M | Hold |
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|
2022
Q3 | $1.42M | Sell |
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|
2022
Q2 | $2.12M | Hold |
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|
2022
Q1 | $2.67M | Hold |
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|
2021
Q4 | $3.06M | Hold |
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|
2021
Q3 | $3.3M | Hold |
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|
2021
Q2 | $3.15M | Hold |
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|
2021
Q1 | $2.52M | Buy |
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