IAG Wealth Partners’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $39.4K | Hold |
216
| – | – | ﹤0.01% | 232 |
|
|
2025
Q4 | $52.3K | Buy |
216
+101
| +88% | +$22.5K | 0.01% | 203 |
|
|
2025
Q3 | $24.4K | Hold |
115
| – | – | ﹤0.01% | 288 |
|
|
2025
Q2 | $24.5K | Buy |
115
+40
| +53% | +$7.46K | ﹤0.01% | 265 |
|
|
2025
Q1 | $13.4K | Hold |
75
| – | – | ﹤0.01% | 309 |
|
|
2024
Q4 | $13.4K | Hold |
75
| – | – | ﹤0.01% | 312 |
|
|
2024
Q3 | $11.2K | Hold |
75
| – | – | ﹤0.01% | 331 |
|
|
2024
Q2 | $10.4K | Hold |
75
| – | – | ﹤0.01% | 326 |
|
|
2024
Q1 | $11.2K | Hold |
75
| – | – | ﹤0.01% | 300 |
|
|
2023
Q4 | $9.83K | Hold |
75
| – | – | ﹤0.01% | 307 |
|
|
2023
Q3 | $7.28K | Hold |
75
| – | – | ﹤0.01% | 334 |
|
|
2023
Q2 | $8.2K | Hold |
75
| – | – | ﹤0.01% | 334 |
|
|
2023
Q1 | $7.21K | Hold |
75
| – | – | ﹤0.01% | 349 |
|
|
2022
Q4 | $6.97K | Sell |
75
-13
| -15% | -$1.28K | ﹤0.01% | 324 |
|
|
2022
Q3 | $8K | Hold |
88
| – | – | ﹤0.01% | 290 |
|
|
2022
Q2 | $9K | Hold |
88
| – | – | ﹤0.01% | 283 |
|
|
2022
Q1 | $12K | Buy |
88
+13
| +17% | +$1.9K | ﹤0.01% | 274 |
|
|
2021
Q4 | $11K | Hold |
75
| – | – | ﹤0.01% | 287 |
|
|
2021
Q3 | $13K | Hold |
75
| – | – | ﹤0.01% | 238 |
|
|
2021
Q2 | $12K | Sell |
75
-35
| -32% | -$5.28K | ﹤0.01% | 240 |
|
|
2021
Q1 | $14K | Hold |
110
| – | – | 0.01% | 219 |
|
|
2020
Q4 | $11K | Hold |
110
| – | – | ﹤0.01% | 229 |
|
|
2020
Q3 | $8K | Hold |
110
| – | – | ﹤0.01% | 245 |
|
|
2020
Q2 | $7K | Hold |
110
| – | – | ﹤0.01% | 261 |
|
|
2020
Q1 | $6K | Hold |
110
| – | – | ﹤0.01% | 256 |
|
|
2019
Q4 | $12K | Buy |
+110
| New | +$10.6K | 0.01% | 231 |
|
Other funds holding COF
VCM
VPM
