Journey Strategic Wealth’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 | $969K | Buy |
4,555
+2,784
| +157% | +$592K | 0.03% | 172 |
|
|
2025
Q1 | $318K | Buy |
1,771
+5
| +0.3% | +$897 | 0.01% | 320 |
|
|
2024
Q4 | $315K | Buy |
1,766
+9
| +0.5% | +$1.61K | 0.01% | 322 |
|
|
2024
Q3 | $263K | Buy |
1,757
+84
| +5% | +$12.6K | 0.01% | 376 |
|
|
2024
Q2 | $232K | Buy |
+1,673
| New | +$232K | 0.01% | 324 |
|
|
2022
Q1 | – | Sell |
-1,466
| Closed | -$213K | – | 189 |
|
|
2021
Q4 | $213K | Buy |
+1,466
| New | +$213K | 0.02% | 181 |
|