HB 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 | $5.18M | Buy |
24,324
+9,954
| +69% | +$2.12M | 0.04% | 220 |
|
|
2025
Q1 | $2.58M | Buy |
14,370
+4,536
| +46% | +$813K | 0.02% | 322 |
|
|
2024
Q4 | $1.75M | Sell |
9,834
-327
| -3% | -$58.3K | 0.02% | 303 |
|
|
2024
Q3 | $1.52M | Buy |
10,161
+562
| +6% | +$84.2K | 0.02% | 311 |
|
|
2024
Q2 | $1.33M | Sell |
9,599
-4,847
| -34% | -$671K | 0.02% | 315 |
|
|
2024
Q1 | $2.15M | Buy |
14,446
+961
| +7% | +$143K | 0.03% | 232 |
|
|
2023
Q4 | $1.77M | Buy |
13,485
+106
| +0.8% | +$13.9K | 0.03% | 243 |
|
|
2023
Q3 | $1.3M | Buy |
13,379
+932
| +7% | +$90.5K | 0.02% | 270 |
|
|
2023
Q2 | $1.36M | Buy |
12,447
+112
| +0.9% | +$12.2K | 0.02% | 249 |
|
|
2023
Q1 | $1.19M | Buy |
12,335
+1,250
| +11% | +$120K | 0.02% | 263 |
|
|
2022
Q4 | $1.03M | Sell |
11,085
-521
| -4% | -$48.4K | 0.02% | 277 |
|
|
2022
Q3 | $1.07M | Buy |
11,606
+735
| +7% | +$67.8K | 0.02% | 249 |
|
|
2022
Q2 | $1.13M | Buy |
10,871
+484
| +5% | +$50.4K | 0.02% | 240 |
|
|
2022
Q1 | $1.36M | Buy |
10,387
+333
| +3% | +$43.7K | 0.03% | 224 |
|
|
2021
Q4 | $1.46M | Buy |
+10,054
| New | +$1.46M | 0.03% | 190 |
|