Golden State Wealth 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 | $248K | Buy |
1,165
+572
| +96% | +$122K | 0.03% | 332 |
|
|
2025
Q1 | $106K | Buy |
593
+3
| +0.5% | +$538 | 0.02% | 429 |
|
|
2024
Q4 | $105K | Buy |
+590
| New | +$105K | 0.02% | 420 |
|
|
2020
Q4 | – | Sell |
-1,400
| Closed | -$101K | – | 259 |
|
|
2020
Q3 | $101K | Buy |
+1,400
| New | +$101K | 0.03% | 257 |
|
|
2020
Q2 | – | Sell |
-1,949
| Closed | -$98K | – | 301 |
|
|
2020
Q1 | $98K | Buy |
+1,949
| New | +$98K | 0.04% | 250 |
|
|
2019
Q4 | – | Sell |
-948
| Closed | -$86K | – | 206 |
|
|
2019
Q3 | $86K | Buy |
948
+300
| +46% | +$27.2K | 0.03% | 335 |
|
|
2019
Q2 | $58K | Sell |
648
-57
| -8% | -$5.1K | 0.02% | 419 |
|
|
2019
Q1 | $58K | Buy |
+705
| New | +$58K | 0.02% | 407 |
|