Kingswood Wealth Advisors’s Capital One COF Stock Holding History

Kingswood Wealth Advisors’s Portfolio COF Stock Details COF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$308K	Buy
2025 Q2	$304K	Buy
2024 Q4	–	Sell
2024 Q3	$1.55M	Buy
2024 Q2	$1.43M	Sell
2024 Q1	$1.92M	Buy
2023 Q4	$1.37M	Sell
2023 Q3	$1.03M	Buy