JFS Wealth 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 | $73.3K | Buy |
344
+203
| +144% | +$43.2K | ﹤0.01% | 414 |
|
|
2025
Q1 | $25.3K | Buy |
141
+14
| +11% | +$2.51K | ﹤0.01% | 611 |
|
|
2024
Q4 | $22.6K | Hold |
127
| – | – | ﹤0.01% | 611 |
|
|
2024
Q3 | $19K | Buy |
127
+5
| +4% | +$749 | ﹤0.01% | 656 |
|
|
2024
Q2 | $16.9K | Sell |
122
-4
| -3% | -$554 | ﹤0.01% | 641 |
|
|
2024
Q1 | $18.8K | Sell |
126
-19
| -13% | -$2.83K | ﹤0.01% | 640 |
|
|
2023
Q4 | $19K | Buy |
145
+8
| +6% | +$1.05K | ﹤0.01% | 595 |
|
|
2023
Q3 | $13.3K | Buy |
137
+22
| +19% | +$2.14K | ﹤0.01% | 634 |
|
|
2023
Q2 | $12.6K | Buy |
115
+50
| +77% | +$5.47K | ﹤0.01% | 660 |
|
|
2023
Q1 | $6.25K | Sell |
65
-31
| -32% | -$2.98K | ﹤0.01% | 902 |
|
|
2022
Q4 | $8.92K | Buy |
96
+28
| +41% | +$2.6K | ﹤0.01% | 756 |
|
|
2022
Q3 | $6K | Sell |
68
-101
| -60% | -$8.91K | ﹤0.01% | 898 |
|
|
2022
Q2 | $18K | Buy |
169
+63
| +59% | +$6.71K | ﹤0.01% | 604 |
|
|
2022
Q1 | $14K | Sell |
106
-141
| -57% | -$18.6K | ﹤0.01% | 689 |
|
|
2021
Q4 | $36K | Sell |
247
-20
| -7% | -$2.92K | ﹤0.01% | 473 |
|
|
2021
Q3 | $43K | Buy |
267
+249
| +1,383% | +$40.1K | ﹤0.01% | 437 |
|
|
2021
Q2 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 525 |
|
|
2016
Q2 | – | Sell |
-40
| Closed | -$3K | – | 522 |
|
|
2016
Q1 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 478 |
|
|
2015
Q3 | – | Sell |
-241
| Closed | -$21K | – | 495 |
|
|
2015
Q2 | $21K | Hold |
241
| – | – | 0.01% | 269 |
|
|
2015
Q1 | $19K | Sell |
241
-135
| -36% | -$10.6K | 0.01% | 289 |
|
|
2014
Q4 | $31K | Buy |
+376
| New | +$31K | ﹤0.01% | 244 |
|