Kingsview 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 | $2.48M | Buy |
11,677
+2,324
| +25% | +$494K | 0.04% | 392 |
|
|
2025
Q1 | $1.68M | Buy |
9,353
+1,065
| +13% | +$191K | 0.03% | 420 |
|
|
2024
Q4 | $1.48M | Buy |
8,288
+424
| +5% | +$75.6K | 0.03% | 462 |
|
|
2024
Q3 | $1.18M | Buy |
7,864
+2,667
| +51% | +$399K | 0.02% | 493 |
|
|
2024
Q2 | $719K | Sell |
5,197
-12,244
| -70% | -$1.7M | 0.02% | 586 |
|
|
2024
Q1 | $2.6M | Buy |
17,441
+764
| +5% | +$114K | 0.07% | 278 |
|
|
2023
Q4 | $2.19M | Buy |
16,677
+12,044
| +260% | +$1.58M | 0.07% | 258 |
|
|
2023
Q3 | $450K | Sell |
4,633
-138
| -3% | -$13.4K | 0.02% | 642 |
|
|
2023
Q2 | $522K | Sell |
4,771
-8
| -0.2% | -$875 | 0.02% | 577 |
|
|
2023
Q1 | $460K | Buy |
4,779
+489
| +11% | +$47K | 0.02% | 603 |
|
|
2022
Q4 | $399K | Buy |
4,290
+406
| +10% | +$37.7K | 0.02% | 577 |
|
|
2022
Q3 | $358K | Buy |
3,884
+305
| +9% | +$28.1K | 0.02% | 587 |
|
|
2022
Q2 | $373K | Sell |
3,579
-502
| -12% | -$52.3K | 0.02% | 600 |
|
|
2022
Q1 | $536K | Buy |
4,081
+66
| +2% | +$8.67K | 0.02% | 553 |
|
|
2021
Q4 | $583K | Buy |
4,015
+1,048
| +35% | +$152K | 0.02% | 526 |
|
|
2021
Q3 | $481K | Buy |
2,967
+13
| +0.4% | +$2.11K | 0.02% | 555 |
|
|
2021
Q2 | $464K | Sell |
2,954
-79
| -3% | -$12.4K | 0.02% | 579 |
|
|
2021
Q1 | $394K | Buy |
3,033
+183
| +6% | +$23.8K | 0.02% | 569 |
|
|
2020
Q4 | $282K | Buy |
+2,850
| New | +$282K | 0.02% | 567 |
|
|
2020
Q1 | – | Sell |
-2,301
| Closed | -$237K | – | 474 |
|
|
2019
Q4 | $237K | Buy |
+2,301
| New | +$237K | 0.03% | 415 |
|
|
2019
Q2 | – | Sell |
-2,778
| Closed | -$227K | – | 421 |
|
|
2019
Q1 | $227K | Sell |
2,778
-255
| -8% | -$20.8K | 0.03% | 402 |
|
|
2018
Q4 | $229K | Buy |
3,033
+631
| +26% | +$47.6K | 0.05% | 322 |
|
|
2018
Q3 | $228K | Buy |
+2,402
| New | +$228K | 0.05% | 323 |
|