HBK Sorce Advisory’s Capital One COF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$574K Buy
2025
Q2
$485K Buy
2025
Q1
Sell
2024
Q4
$204K Buy
2020
Q1
Sell
2019
Q4
$502K Buy
2019
Q3
$295K Sell
2019
Q2
$323K Buy
2019
Q1
$283K Buy
2018
Q4
$260K Buy
2018
Q3
$326K Buy
2018
Q2
$311K Buy
2018
Q1
Sell
2017
Q4
$203K Buy