Golden State Equity Partners’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 | $621K | Sell |
2,917
-413
| -12% | -$87.9K | 0.11% | 218 |
|
|
2025
Q1 | $597K | Buy |
3,330
+558
| +20% | +$100K | 0.12% | 215 |
|
|
2024
Q4 | $494K | Buy |
2,772
+1,452
| +110% | +$259K | 0.09% | 236 |
|
|
2024
Q3 | $198K | Sell |
1,320
-207
| -14% | -$31K | 0.1% | 186 |
|
|
2024
Q2 | $211K | Buy |
+1,527
| New | +$211K | 0.04% | 375 |
|
|
2022
Q1 | $759K | Buy |
+5,779
| New | +$759K | 0.38% | 74 |
|
|
2021
Q3 | – | Sell |
-7,426
| Closed | -$1.15M | – | 237 |
|
|
2021
Q2 | $1.15M | Sell |
7,426
-785
| -10% | -$121K | 0.44% | 53 |
|
|
2021
Q1 | $1.05M | Sell |
8,211
-346
| -4% | -$44K | 0.6% | 47 |
|
|
2020
Q4 | $845K | Buy |
+8,557
| New | +$845K | 0.58% | 48 |
|