Kingswood Wealth Advisors’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 | $304K | Buy |
+1,428
| New | +$304K | 0.02% | 566 |
|
|
2024
Q4 | – | Sell |
-10,361
| Closed | -$1.55M | – | 813 |
|
|
2024
Q3 | $1.55M | Buy |
10,361
+8
| +0.1% | +$1.2K | 0.11% | 212 |
|
|
2024
Q2 | $1.43M | Sell |
10,353
-2,517
| -20% | -$348K | 0.13% | 170 |
|
|
2024
Q1 | $1.92M | Buy |
12,870
+2,403
| +23% | +$358K | 0.22% | 106 |
|
|
2023
Q4 | $1.37M | Sell |
10,467
-106
| -1% | -$13.9K | 0.16% | 151 |
|
|
2023
Q3 | $1.03M | Buy |
+10,573
| New | +$1.03M | 0.18% | 138 |
|