LGT 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 | $213 | Buy |
+1
| New | +$213 | ﹤0.01% | 504 |
|
|
2024
Q2 | – | Sell |
-4,253
| Closed | -$633K | – | 791 |
|
|
2024
Q1 | $633K | Hold |
4,253
| – | – | 0.74% | 25 |
|
|
2023
Q4 | $558K | Hold |
4,253
| – | – | 0.68% | 27 |
|
|
2023
Q3 | $413K | Hold |
4,253
| – | – | 0.52% | 34 |
|
|
2023
Q2 | $465K | Hold |
4,253
| – | – | 0.5% | 54 |
|
|
2023
Q1 | $409K | Hold |
4,253
| – | – | 0.76% | 24 |
|
|
2022
Q4 | $395K | Buy |
+4,253
| New | +$395K | 0.47% | 43 |
|