Holistic Financial Partners’s Capital One COF Stock Holding History

Holistic Financial Partners’s Portfolio COF Stock Details COF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$286K	Sell
2025 Q3	$256K	Buy
2025 Q2	$222K	Buy
2018 Q2	–	Sell
2018 Q1	$17K	Buy
2017 Q4	$18K	Buy