Great Valley Advisor Group’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 | $1.03M | Buy |
4,826
+931
| +24% | +$198K | 0.02% | 457 |
|
|
2025
Q1 | $698K | Buy |
3,895
+973
| +33% | +$174K | 0.02% | 514 |
|
|
2024
Q4 | $521K | Sell |
2,922
-194
| -6% | -$34.6K | 0.01% | 572 |
|
|
2024
Q3 | $467K | Buy |
3,116
+382
| +14% | +$57.2K | 0.01% | 579 |
|
|
2024
Q2 | $379K | Buy |
2,734
+434
| +19% | +$60.1K | 0.01% | 599 |
|
|
2024
Q1 | $342K | Buy |
2,300
+26
| +1% | +$3.87K | 0.01% | 570 |
|
|
2023
Q4 | $298K | Sell |
2,274
-136
| -6% | -$17.8K | 0.01% | 579 |
|
|
2023
Q3 | $234K | Buy |
2,410
+155
| +7% | +$15K | 0.01% | 596 |
|
|
2023
Q2 | $247K | Buy |
2,255
+122
| +6% | +$13.4K | 0.01% | 614 |
|
|
2023
Q1 | $205K | Buy |
+2,133
| New | +$205K | 0.01% | 646 |
|