HHM 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 | $350K | Buy |
1,644
+1,301
| +379% | +$277K | 0.04% | 143 |
|
|
2025
Q1 | $61.5K | Buy |
343
+208
| +154% | +$37.3K | 0.01% | 321 |
|
|
2024
Q4 | $24.1K | Buy |
135
+10
| +8% | +$1.78K | ﹤0.01% | 471 |
|
|
2024
Q3 | $18.7K | Hold |
125
| – | – | ﹤0.01% | 476 |
|
|
2024
Q2 | $17.3K | Hold |
125
| – | – | ﹤0.01% | 478 |
|
|
2024
Q1 | $18.6K | Hold |
125
| – | – | ﹤0.01% | 423 |
|
|
2023
Q4 | $16.4K | Hold |
125
| – | – | ﹤0.01% | 436 |
|
|
2023
Q3 | $12.1K | Hold |
125
| – | – | ﹤0.01% | 473 |
|
|
2023
Q2 | $13.7K | Sell |
125
-21
| -14% | -$2.3K | ﹤0.01% | 470 |
|
|
2023
Q1 | $14K | Hold |
146
| – | – | ﹤0.01% | 464 |
|
|
2022
Q4 | $13.6K | Buy |
146
+21
| +17% | +$1.95K | ﹤0.01% | 410 |
|
|
2022
Q3 | $12K | Sell |
125
-50
| -29% | -$4.8K | ﹤0.01% | 409 |
|
|
2022
Q2 | $18K | Hold |
175
| – | – | ﹤0.01% | 441 |
|
|
2022
Q1 | $23K | Hold |
175
| – | – | 0.01% | 423 |
|
|
2021
Q4 | $25K | Hold |
175
| – | – | 0.01% | 395 |
|
|
2021
Q3 | $28K | Hold |
175
| – | – | 0.01% | 366 |
|
|
2021
Q2 | $27K | Hold |
175
| – | – | 0.01% | 363 |
|
|
2021
Q1 | $22K | Hold |
175
| – | – | 0.01% | 366 |
|
|
2020
Q4 | $17K | Hold |
175
| – | – | 0.01% | 362 |
|
|
2020
Q3 | $13K | Buy |
175
+125
| +250% | +$9.29K | 0.01% | 360 |
|
|
2020
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 433 |
|
|
2020
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 413 |
|