Legacy Financial 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 | $1.66M | Buy |
7,807
+4,625
| +145% | +$984K | 0.26% | 64 |
|
|
2025
Q1 | $571K | Buy |
3,182
+571
| +22% | +$102K | 0.1% | 174 |
|
|
2024
Q4 | $466K | Buy |
2,611
+387
| +17% | +$69K | 0.08% | 201 |
|
|
2024
Q3 | $333K | Buy |
2,224
+259
| +13% | +$38.8K | 0.06% | 258 |
|
|
2024
Q2 | $272K | Sell |
1,965
-29
| -1% | -$4.02K | 0.05% | 270 |
|
|
2024
Q1 | $297K | Buy |
1,994
+126
| +7% | +$18.8K | 0.05% | 254 |
|
|
2023
Q4 | $245K | Buy |
+1,868
| New | +$245K | 0.05% | 261 |
|
|
2023
Q3 | – | Sell |
-1,957
| Closed | -$214K | – | 271 |
|
|
2023
Q2 | $214K | Buy |
+1,957
| New | +$214K | 0.04% | 239 |
|
|
2022
Q2 | – | Sell |
-1,537
| Closed | -$202K | – | 228 |
|
|
2022
Q1 | $202K | Buy |
+1,537
| New | +$202K | 0.05% | 234 |
|
|
2021
Q4 | – | Sell |
-1,560
| Closed | -$253K | – | 206 |
|
|
2021
Q3 | $253K | Buy |
1,560
+142
| +10% | +$23K | 0.06% | 151 |
|
|
2021
Q2 | $219K | Buy |
+1,418
| New | +$219K | 0.06% | 156 |
|
|
2019
Q2 | – | Sell |
-891
| Closed | -$73K | – | 281 |
|
|
2019
Q1 | $73K | Buy |
891
+211
| +31% | +$17.3K | 0.02% | 213 |
|
|
2018
Q4 | $51K | Buy |
680
+418
| +160% | +$31.4K | 0.02% | 239 |
|
|
2018
Q3 | $24K | Hold |
262
| – | – | 0.01% | 345 |
|
|
2018
Q2 | $25K | Hold |
262
| – | – | 0.01% | 346 |
|
|
2018
Q1 | $25K | Buy |
262
+107
| +69% | +$10.2K | 0.01% | 329 |
|
|
2017
Q4 | $15K | Buy |
+155
| New | +$15K | 0.01% | 404 |
|