Gradient Investments’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-111
| Closed | -$15.4K | – | 492 |
|
|
2024
Q2 | $15.4K | Buy |
111
+66
| +147% | +$9.14K | ﹤0.01% | 680 |
|
|
2024
Q1 | $6.7K | Sell |
45
-13
| -22% | -$1.94K | ﹤0.01% | 687 |
|
|
2023
Q4 | $7.61K | Hold |
58
| – | – | ﹤0.01% | 889 |
|
|
2023
Q3 | $5.63K | Sell |
58
-62
| -52% | -$6.02K | ﹤0.01% | 932 |
|
|
2023
Q2 | $13.1K | Buy |
120
+43
| +56% | +$4.7K | ﹤0.01% | 761 |
|
|
2023
Q1 | $7.4K | Sell |
77
-36
| -32% | -$3.46K | ﹤0.01% | 877 |
|
|
2022
Q4 | $10.5K | Buy |
113
+51
| +82% | +$4.74K | ﹤0.01% | 799 |
|
|
2022
Q3 | $6K | Hold |
62
| – | – | ﹤0.01% | 904 |
|
|
2022
Q2 | $6K | Buy |
+62
| New | +$6K | ﹤0.01% | 865 |
|
|
2018
Q2 | – | Sell |
-20
| Closed | -$2K | – | 1007 |
|
|
2018
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 810 |
|
|
2017
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 802 |
|
|
2017
Q2 | – | Sell |
-10
| Closed | -$1K | – | 807 |
|
|
2017
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 703 |
|
|
2016
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 661 |
|
|
2016
Q1 | – | Sell |
-53
| Closed | -$4K | – | 736 |
|
|
2015
Q4 | $4K | Buy |
+53
| New | +$4K | ﹤0.01% | 510 |
|
|
2015
Q3 | – | Sell |
-11
| Closed | -$1K | – | 611 |
|
|
2015
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 559 |
|
|
2015
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 571 |
|
|
2014
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 512 |
|
|
2014
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 436 |
|
|
2014
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 454 |
|
|
2014
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 472 |
|