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Legacy Capital Wealth Partners’s Capital One COF Stock Holding History

Legacy Capital Wealth Partners’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$565K Sell
3,100
-45
-1% -$9.41K 0.12% 186
2025
Q4 		$762K Sell
3,145
-245
-7% -$54.5K 0.16% 133
2025
Q3 		$721K Buy
3,390
+54
+2% +$11.8K 0.16% 142
2025
Q2 		$710K Buy
3,336
+1,284
+63% +$240K 0.16% 128
2025
Q1 		$368K Sell
2,052
-25
-1% -$4.72K 0.09% 241
2024
Q4 		$370K Sell
2,077
-45
-2% -$7.79K 0.09% 233
2024
Q3 		$318K Buy
2,122
+125
+6% +$17.8K 0.06% 264
2024
Q2 		$277K Buy
+1,997
New +$280K 0.07% 253
2024
Q1 		– Sell
-1,805
Closed -$237K – 159
2023
Q4 		$237K Buy
+1,805
New +$195K 0.07% 254

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