GoalVest Advisory’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
Q4
$36.4K Hold
2025
Q3
$31.9K Hold
2025
Q2
$31.9K Buy
2024
Q2
Sell
2024
Q1
$11.2K Buy
2023
Q2
Sell
2023
Q1
$769 Sell
2022
Q4
$4.74K Hold
2022
Q3
$5K Hold
2022
Q2
$5K Hold
2022
Q1
$7K Buy
2021
Q2
$19K Buy
2021
Q1
$10K Buy