Level Four Advisory Services’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 | $425K | Buy |
1,998
+585
| +41% | +$125K | 0.02% | 561 |
|
|
2025
Q1 | $253K | Buy |
1,413
+117
| +9% | +$21K | 0.01% | 672 |
|
|
2024
Q4 | $231K | Buy |
+1,296
| New | +$231K | 0.01% | 690 |
|
|
2022
Q1 | – | Sell |
-1,381
| Closed | -$200K | – | 651 |
|
|
2021
Q4 | $200K | Buy |
+1,381
| New | +$200K | 0.02% | 614 |
|
|
2020
Q2 | – | Sell |
-10,541
| Closed | -$146K | – | 567 |
|
|
2020
Q1 | $146K | Sell |
10,541
-3,461
| -25% | -$47.9K | 0.02% | 466 |
|
|
2019
Q4 | $10M | Buy |
14,002
+1,343
| +11% | +$961K | 0.4% | 79 |
|
|
2019
Q3 | $1.15M | Buy |
+12,659
| New | +$1.15M | 0.12% | 183 |
|