IBEX Wealth Advisors’s Capital One COF Stock Holding History

IBEX Wealth Advisors’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 Q2	$11M	Buy
2024 Q4	–	Sell
2024 Q3	$12.4M	Buy
2024 Q2	$2.53M	Buy
2022 Q1	–	Sell
2021 Q4	$481K	Sell
2021 Q3	$4.77M	Buy
2021 Q2	$2.3M	Buy
2021 Q1	$1.85M	Buy