Heartwood Wealth Advisors’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 | $298K | Hold |
1,399
| – | – | 0.03% | 149 |
|
|
2025
Q1 | $251K | Hold |
1,399
| – | – | 0.03% | 159 |
|
|
2024
Q4 | $249K | Hold |
1,399
| – | – | 0.03% | 149 |
|
|
2024
Q3 | $209K | Sell |
1,399
-305
| -18% | -$45.7K | 0.02% | 170 |
|
|
2024
Q2 | $236K | Hold |
1,704
| – | – | 0.03% | 156 |
|
|
2024
Q1 | $254K | Hold |
1,704
| – | – | 0.03% | 131 |
|
|
2023
Q4 | $223K | Buy |
+1,704
| New | +$223K | 0.03% | 130 |
|