Joel Isaacson & Co’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
$681K Buy
2025
Q1
$542K Hold
2024
Q4
$539K Buy
2017
Q1
Sell
2016
Q4
$124K Hold
2016
Q3
$103K Hold
2016
Q2
$91K Sell
2016
Q1
$116K Hold
2015
Q4
$121K Hold
2015
Q3
$122K Sell
2015
Q2
$156K Buy
2015
Q1
$129K Hold
2014
Q4
$136K Buy
2014
Q3
$114K Hold
2014
Q2
$115K Hold
2014
Q1
$107K Hold
2013
Q4
$107K Hold
2013
Q3
$96K Buy
2013
Q2
$13K Buy