Joule Financial’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 |
-3,789
| Closed | -$567K | – | 109 |
|
|
2024
Q3 | $567K | Sell |
3,789
-93
| -2% | -$13.9K | 0.21% | 56 |
|
|
2024
Q2 | $537K | Buy |
3,882
+83
| +2% | +$11.5K | 0.22% | 54 |
|
|
2024
Q1 | $566K | Buy |
3,799
+208
| +6% | +$31K | 0.23% | 46 |
|
|
2023
Q4 | $471K | Buy |
+3,591
| New | +$471K | 0.22% | 56 |
|
|
2022
Q4 | – | Sell |
-2,431
| Closed | -$224K | – | 101 |
|
|
2022
Q3 | $224K | Buy |
2,431
+237
| +11% | +$21.8K | 0.17% | 78 |
|
|
2022
Q2 | $229K | Buy |
+2,194
| New | +$229K | 0.18% | 67 |
|