IFP Advisors’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 | $2.41M | Buy |
11,142
+8,432
| +311% | +$1.83M | 0.07% | 317 |
|
|
2025
Q1 | $486K | Buy |
2,710
+307
| +13% | +$55.1K | 0.02% | 782 |
|
|
2024
Q4 | $428K | Buy |
2,403
+569
| +31% | +$101K | 0.01% | 793 |
|
|
2024
Q3 | $275K | Sell |
1,834
-431
| -19% | -$64.6K | 0.01% | 935 |
|
|
2024
Q2 | $314K | Buy |
2,265
+234
| +12% | +$32.4K | 0.01% | 819 |
|
|
2024
Q1 | $303K | Buy |
2,031
+897
| +79% | +$134K | 0.01% | 798 |
|
|
2023
Q4 | $149K | Buy |
1,134
+332
| +41% | +$43.5K | 0.01% | 1096 |
|
|
2023
Q3 | $77.8K | Sell |
802
-39
| -5% | -$3.78K | ﹤0.01% | 1380 |
|
|
2023
Q2 | $92K | Buy |
841
+45
| +6% | +$4.92K | ﹤0.01% | 1341 |
|
|
2023
Q1 | $47.8K | Sell |
796
-2,401
| -75% | -$144K | ﹤0.01% | 1595 |
|
|
2022
Q4 | $213K | Buy |
3,197
+241
| +8% | +$16.1K | 0.01% | 1319 |
|
|
2022
Q3 | $211K | Buy |
2,956
+723
| +32% | +$51.6K | 0.01% | 1367 |
|
|
2022
Q2 | $165K | Hold |
2,233
| – | – | 0.01% | 1391 |
|
|
2022
Q1 | $165K | Buy |
2,233
+675
| +43% | +$49.9K | 0.01% | 1391 |
|
|
2021
Q4 | $222K | Sell |
1,558
-1,324
| -46% | -$189K | ﹤0.01% | 890 |
|
|
2021
Q3 | $468K | Sell |
2,882
-31,212
| -92% | -$5.07M | 0.01% | 587 |
|
|
2021
Q2 | $5.26M | Buy |
34,094
+33,558
| +6,261% | +$5.17M | 0.11% | 104 |
|
|
2021
Q1 | $69K | Buy |
536
+149
| +39% | +$19.2K | ﹤0.01% | 1319 |
|
|
2020
Q4 | $38K | Sell |
387
-53
| -12% | -$5.2K | ﹤0.01% | 1544 |
|
|
2020
Q3 | $30K | Buy |
440
+29
| +7% | +$1.98K | ﹤0.01% | 1472 |
|
|
2020
Q2 | $25K | Sell |
411
-65
| -14% | -$3.95K | ﹤0.01% | 1479 |
|
|
2020
Q1 | $27K | Buy |
476
+47
| +11% | +$2.67K | ﹤0.01% | 1362 |
|
|
2019
Q4 | $44K | Sell |
429
-236
| -35% | -$24.2K | ﹤0.01% | 1307 |
|
|
2019
Q3 | $62K | Buy |
+665
| New | +$62K | ﹤0.01% | 1269 |
|
|
2019
Q1 | $21K | Sell |
266
-846
| -76% | -$66.8K | ﹤0.01% | 1323 |
|
|
2018
Q4 | $83K | Sell |
1,112
-420
| -27% | -$31.3K | 0.01% | 1292 |
|
|
2018
Q3 | $145K | Buy |
1,532
+160
| +12% | +$15.1K | 0.01% | 1250 |
|
|
2018
Q2 | $126K | Sell |
1,372
-227
| -14% | -$20.8K | 0.01% | 1336 |
|
|
2018
Q1 | $159K | Buy |
1,599
+400
| +33% | +$39.8K | 0.01% | 1101 |
|
|
2017
Q4 | $119K | Sell |
1,199
-1,494
| -55% | -$148K | 0.01% | 1277 |
|
|
2017
Q3 | $228K | Sell |
2,693
-239
| -8% | -$20.2K | 0.01% | 1064 |
|
|
2017
Q2 | $242K | Sell |
2,932
-5,807
| -66% | -$479K | 0.01% | 1011 |
|
|
2017
Q1 | $757K | Buy |
8,739
+1,589
| +22% | +$138K | 0.03% | 511 |
|
|
2016
Q4 | $624K | Buy |
7,150
+1,962
| +38% | +$171K | 0.03% | 537 |
|
|
2016
Q3 | $373K | Buy |
5,188
+27
| +0.5% | +$1.94K | 0.02% | 698 |
|
|
2016
Q2 | $328K | Buy |
5,161
+4,895
| +1,840% | +$311K | 0.02% | 741 |
|
|
2016
Q1 | $21K | Sell |
266
-2,190
| -89% | -$173K | ﹤0.01% | 1323 |
|
|
2015
Q4 | $177K | Buy |
+2,456
| New | +$177K | 0.01% | 887 |
|