Heritage Wealth Advisors’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
Q2 | $329K | Buy |
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|
2025
Q1 | $230K | Hold |
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|
2024
Q4 | $229K | Hold |
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|
2024
Q3 | $192K | Hold |
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|
2024
Q2 | $178K | Hold |
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|
2024
Q1 | $191K | Hold |
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|
2023
Q4 | $168K | Sell |
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|
2023
Q3 | $170K | Sell |
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|
2023
Q2 | $242K | Buy |
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|
2023
Q1 | $207K | Sell |
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|
2022
Q4 | $456K | Buy |
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|
2022
Q3 | $420K | Sell |
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|
2022
Q2 | $524K | Hold |
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|
2022
Q1 | $660K | Hold |
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|
2021
Q4 | $730K | Hold |
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|
2021
Q3 | $815K | Hold |
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|
2021
Q2 | $778K | Sell |
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|
2021
Q1 | $653K | Sell |
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|
2020
Q4 | $528K | Buy |
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|
2020
Q3 | $175K | Buy |
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|
2020
Q2 | $147K | Sell |
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|
2020
Q1 | $124K | Sell |
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|
2019
Q4 | $309K | Buy |
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|
2019
Q3 | $207K | Hold |
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|
2019
Q2 | $207K | Buy |
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|
2019
Q1 | $171K | Sell |
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|
2018
Q4 | $164K | Sell |
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|
2018
Q3 | $216K | Buy |
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