JNBA Financial Advisors’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-53
| Closed | -$7.94K | – | 655 |
|
|
2024
Q3 | $7.94K | Buy |
+53
| New | +$7.94K | ﹤0.01% | 482 |
|
|
2020
Q4 | – | Sell |
-496
| Closed | -$36K | – | 613 |
|
|
2020
Q3 | $36K | Hold |
496
| – | – | 0.01% | 274 |
|
|
2020
Q2 | $31K | Hold |
496
| – | – | 0.01% | 280 |
|
|
2020
Q1 | $25K | Hold |
496
| – | – | 0.01% | 287 |
|
|
2019
Q4 | $51K | Sell |
496
-68
| -12% | -$6.99K | 0.01% | 239 |
|
|
2019
Q3 | $51K | Buy |
564
+68
| +14% | +$6.15K | 0.01% | 229 |
|
|
2019
Q2 | $45K | Hold |
496
| – | – | 0.01% | 251 |
|
|
2019
Q1 | $41K | Buy |
+496
| New | +$41K | 0.01% | 247 |
|
|
2018
Q4 | – | Sell |
-38,172
| Closed | -$3.62M | – | 565 |
|
|
2018
Q3 | $3.62M | Buy |
+38,172
| New | +$3.62M | 1.63% | 28 |
|
|
2016
Q4 | – | Sell |
-1,698
| Closed | -$122K | – | 659 |
|
|
2016
Q3 | $122K | Buy |
+1,698
| New | +$122K | 0.02% | 313 |
|
|
2014
Q2 | – | Sell |
-90
| Closed | -$7K | – | 508 |
|
|
2014
Q1 | $7K | Buy |
+90
| New | +$7K | ﹤0.01% | 361 |
|