Holistic Financial Partners’s Capital One COF Stock Holding History

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

Bought

Maintained

Sold

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