GoalVest Advisory’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 | $31.9K | Buy |
+150
| New | +$31.9K | 0.01% | 242 |
|
|
2024
Q2 | – | Sell |
-75
| Closed | -$11.2K | – | 336 |
|
|
2024
Q1 | $11.2K | Buy |
+75
| New | +$11.2K | ﹤0.01% | 304 |
|
|
2023
Q2 | – | Sell |
-8
| Closed | -$769 | – | 374 |
|
|
2023
Q1 | $769 | Sell |
8
-43
| -84% | -$4.13K | ﹤0.01% | 239 |
|
|
2022
Q4 | $4.74K | Hold |
51
| – | – | ﹤0.01% | 204 |
|
|
2022
Q3 | $5K | Hold |
51
| – | – | ﹤0.01% | 207 |
|
|
2022
Q2 | $5K | Hold |
51
| – | – | ﹤0.01% | 268 |
|
|
2022
Q1 | $7K | Buy |
+51
| New | +$7K | ﹤0.01% | 258 |
|
|
2021
Q2 | $19K | Buy |
122
+43
| +54% | +$6.7K | 0.01% | 178 |
|
|
2021
Q1 | $10K | Buy |
+79
| New | +$10K | 0.01% | 162 |
|