IHT Wealth Management’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 | $943K | Buy |
4,433
+2,139
| +93% | +$455K | 0.03% | 516 |
|
|
2025
Q1 | $411K | Buy |
2,294
+427
| +23% | +$76.6K | 0.01% | 735 |
|
|
2024
Q4 | $333K | Sell |
1,867
-47
| -2% | -$8.38K | 0.01% | 823 |
|
|
2024
Q3 | $286K | Sell |
1,914
-224
| -10% | -$33.5K | 0.01% | 928 |
|
|
2024
Q2 | $296K | Buy |
2,138
+5
| +0.2% | +$692 | 0.01% | 805 |
|
|
2024
Q1 | $318K | Sell |
2,133
-21
| -1% | -$3.13K | 0.01% | 780 |
|
|
2023
Q4 | $282K | Buy |
+2,154
| New | +$282K | 0.01% | 787 |
|
|
2021
Q3 | – | Sell |
-8,376
| Closed | -$1.3M | – | 844 |
|
|
2021
Q2 | $1.3M | Buy |
+8,376
| New | +$1.3M | 0.08% | 263 |
|
|
2018
Q2 | – | Sell |
-386
| Closed | -$36K | – | 596 |
|
|
2018
Q1 | $36K | Hold |
386
| – | – | 0.01% | 779 |
|
|
2017
Q4 | $39K | Hold |
386
| – | – | 0.01% | 766 |
|
|
2017
Q3 | $34K | Hold |
386
| – | – | 0.01% | 621 |
|
|
2017
Q2 | $49 | Buy |
386
+226
| +141% | +$29 | 0.02% | 508 |
|
|
2017
Q1 | $13K | Hold |
160
| – | – | 0.01% | 755 |
|
|
2016
Q4 | $14K | Buy |
+160
| New | +$14K | 0.01% | 723 |
|