Legacy Capital Wealth Partners’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
$710K Buy
3,336
+1,284
+63% +$273K 0.16% 128
2025
Q1
$368K Sell
2,052
-25
-1% -$4.48K 0.09% 241
2024
Q4
$370K Sell
2,077
-45
-2% -$8.03K 0.09% 233
2024
Q3
$318K Buy
2,122
+125
+6% +$18.7K 0.06% 264
2024
Q2
$277K Buy
+1,997
New +$277K 0.07% 253
2024
Q1
Sell
-1,805
Closed -$237K 159
2023
Q4
$237K Buy
+1,805
New +$237K 0.07% 254