Integrated Wealth Concepts’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.81M | Buy |
|
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|
2025
Q1 | $1.96M | Sell |
|
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|
2024
Q4 | $4.33M | Buy |
|
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|
2024
Q3 | $3.55M | Sell |
|
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|
2024
Q2 | $3.32M | Buy |
|
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|
2024
Q1 | $3.46M | Sell |
|
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|
2023
Q4 | $3.27M | Sell |
|
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|
2023
Q3 | $2.7M | Buy |
|
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|
2023
Q2 | $3M | Buy |
|
|||||
|
2023
Q1 | $2.19M | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $460K | Buy |
|
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $510K | Buy |
|