Householder Group Estate & Retirement Specialist’s Capital One COF Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$28K	Sell	162 -49	-23%	-$8.48K	0.02%	254
2024 Q3	$31K	Hold	211	–	–	0.01%	580
2024 Q2	$29K	Hold	211	–	–	0.01%	582
2024 Q1	$31.4K	Hold	211	–	–	0.01%	569
2023 Q4	$27K	Buy	211 +199	+1,658%	+$21.5K	0.01%	571
2023 Q3	$1.17K	Buy	+12	New	+$1.28K	﹤0.01%	1126
2023 Q1	$1K	Sell	12 -40	-77%	-$4.19K	﹤0.01%	1135
2022 Q4	$4K	Hold	52	–	–	0.01%	285
2022 Q3	$4K	Buy	+52	New	+$5.54K	﹤0.01%	886

Other funds holding COF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's COF Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Capital One (COF) stake by 23% in Q4 2024, selling an estimated $8.48K and leaving 162 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #254.

Householder Group Estate & Retirement Specialist first reported a position in COF in Q3 2022 and has held it in 9 quarters since. The position peaked at $31.4K in Q1 2024. 1,359 funds tracked by Wall St. Rank hold COF as of Q4 2024.

Householder Group Estate & Retirement Specialist held 162 shares of Capital One worth $28K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 49 Capital One shares in Q4 2024, an estimated $8.48K.
Capital One made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #254 holding.
Householder Group Estate & Retirement Specialist first reported a position in Capital One in Q3 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's Capital One position peaked at $31.4K in Q1 2024.
1,359 funds tracked by Wall St. Rank held Capital One as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.