Keudell/Morrison Wealth Management’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	$204K	Buy	+958	New	+$204K	0.05%	218
2025 Q1	–	Sell	-1,317	Closed	-$235K	–	221
2024 Q4	$235K	Buy	+1,317	New	+$235K	0.06%	190