GeoWealth Management’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 | $601K | Buy |
2,823
+688
| +32% | +$146K | 0.02% | 362 |
|
|
2025
Q1 | $383K | Sell |
2,135
-593
| -22% | -$106K | 0.02% | 486 |
|
|
2024
Q4 | $486K | Buy |
2,728
+1,201
| +79% | +$214K | 0.02% | 474 |
|
|
2024
Q3 | $229K | Sell |
1,527
-57
| -4% | -$8.54K | 0.01% | 676 |
|
|
2024
Q2 | $219K | Buy |
1,584
+376
| +31% | +$52.1K | 0.01% | 656 |
|
|
2024
Q1 | $180K | Buy |
+1,208
| New | +$180K | 0.01% | 708 |
|