Holistic Financial Partners’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	$222K	Buy	+1,042	New	+$222K	0.1%	114
2018 Q2	–	Sell	-180	Closed	-$17K	–	99
2018 Q1	$17K	Buy	180 +4	+2%	+$378	0.01%	284
2017 Q4	$18K	Buy	+176	New	+$18K	0.01%	288