Legacy 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
Sell
-1,644
Closed -$295K 101
2025
Q1
$295K Buy
1,644
+471
+40% +$84.5K 0.03% 330
2024
Q4
$209K Buy
+1,173
New +$209K 0.02% 381