HHGA
Halbert Hargrove Global Advisors’s Capital One COF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55K | Buy |
12
+8
| +200% | +$1.7K | ﹤0.01% | 272 |
|
|
2025
Q1 | $630 | Buy |
+4
| New | +$630 | ﹤0.01% | 469 |
|
|
2016
Q1 | – | Sell |
-3,253
| Closed | -$235K | – | 81 |
|
|
2015
Q4 | $235K | Sell |
3,253
-87
| -3% | -$6.29K | 0.1% | 85 |
|
|
2015
Q3 | $242K | Sell |
3,340
-3,812
| -53% | -$276K | 0.12% | 78 |
|
|
2015
Q2 | $629K | Sell |
7,152
-480
| -6% | -$42.2K | 0.15% | 57 |
|
|
2015
Q1 | $602K | Buy |
7,632
+3,270
| +75% | +$258K | 0.19% | 66 |
|
|
2014
Q4 | $360K | Sell |
4,362
-103
| -2% | -$8.5K | 0.18% | 62 |
|
|
2014
Q3 | $364K | Sell |
4,465
-817
| -15% | -$66.6K | 0.1% | 80 |
|
|
2014
Q2 | $436K | Buy |
5,282
+98
| +2% | +$8.09K | 0.13% | 56 |
|
|
2014
Q1 | $400K | Sell |
5,184
-177
| -3% | -$13.7K | 0.12% | 58 |
|
|
2013
Q4 | $411K | Sell |
5,361
-342
| -6% | -$26.2K | 0.13% | 55 |
|
|
2013
Q3 | $392K | Sell |
5,703
-79
| -1% | -$5.43K | 0.13% | 56 |
|
|
2013
Q2 | $363K | Buy |
+5,782
| New | +$363K | 0.13% | 63 |
|