Heritage Wealth Advisors’s CAPITAL ONE FINANCIAL CORPORATION Called COF.PRP.CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,432
Closed -$61.7K 597
2019
Q4
$61.7K Sell
2,432
-1,000
-29% -$25.5K 0.01% 283
2019
Q3
$86K Buy
3,432
+500
+17% +$12.7K 0.01% 225
2019
Q2
$74.1K Hold
2,932
0.01% 221
2019
Q1
$74.1K Buy
2,932
+2,032
+226% +$51.3K 0.01% 199
2018
Q4
$22K Buy
+900
New +$22.3K ﹤0.01% 259

Heritage Wealth Advisors's COF.PRP.CL Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of CAPITAL ONE FINANCIAL CORPORATION Called (COF.PRP.CL) in Q1 2020, closing a stake of 2,432 shares — an estimated $61.7K sold.

Heritage Wealth Advisors first reported a position in COF.PRP.CL in Q4 2018 and held it in 5 quarters. The position peaked at $86K in Q3 2019. 0 funds tracked by Wall St. Rank hold COF.PRP.CL as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining CAPITAL ONE FINANCIAL CORPORATION Called position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 2,432 CAPITAL ONE FINANCIAL CORPORATION Called shares in Q1 2020, an estimated $61.7K.
  • Heritage Wealth Advisors first reported a position in CAPITAL ONE FINANCIAL CORPORATION Called in Q4 2018 and held it in 5 quarters.
  • Heritage Wealth Advisors's CAPITAL ONE FINANCIAL CORPORATION Called position peaked at $86K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held CAPITAL ONE FINANCIAL CORPORATION Called as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.