Lido Advisors’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.64M | Buy |
47,377
+19,285
| +69% | +$4.03M | 0.03% | 347 |
|
|
2025
Q4 | $6.05M | Buy |
28,092
+531
| +2% | +$118K | 0.02% | 412 |
|
|
2025
Q3 | $5.86M | Buy |
27,561
+4,658
| +20% | +$1.02M | 0.02% | 406 |
|
|
2025
Q2 | $4.87M | Buy |
22,903
+10,708
| +88% | +$2M | 0.02% | 382 |
|
|
2025
Q1 | $2.19M | Buy |
12,195
+618
| +5% | +$117K | 0.01% | 522 |
|
|
2024
Q4 | $2.06M | Buy |
11,577
+4,697
| +68% | +$813K | 0.01% | 512 |
|
|
2024
Q3 | $1.03M | Sell |
6,880
-54
| -0.8% | -$7.69K | 0.01% | 698 |
|
|
2024
Q2 | $960K | Sell |
6,934
-54,893
| -89% | -$7.7M | 0.01% | 674 |
|
|
2024
Q1 | $9.21M | Buy |
61,827
+2,340
| +4% | +$317K | 0.05% | 185 |
|
|
2023
Q4 | $7.8M | Buy |
59,487
+52,723
| +779% | +$5.69M | 0.05% | 200 |
|
|
2023
Q3 | $656K | Sell |
6,764
-1,351
| -17% | -$144K | 0.01% | 668 |
|
|
2023
Q2 | $888K | Sell |
8,115
-14,510
| -64% | -$1.45M | 0.01% | 571 |
|
|
2023
Q1 | $2.18M | Buy |
22,625
+18,425
| +439% | +$1.93M | 0.02% | 333 |
|
|
2022
Q4 | $390K | Buy |
4,200
+656
| +19% | +$64.5K | ﹤0.01% | 700 |
|
|
2022
Q3 | $326K | Buy |
3,544
+128
| +4% | +$13.6K | ﹤0.01% | 724 |
|
|
2022
Q2 | $355K | Sell |
3,416
-1,763
| -34% | -$216K | ﹤0.01% | 656 |
|
|
2022
Q1 | $679K | Buy |
5,179
+333
| +7% | +$48.6K | 0.01% | 500 |
|
|
2021
Q4 | $703K | Buy |
4,846
+2,088
| +76% | +$323K | 0.01% | 502 |
|
|
2021
Q3 | $446K | Buy |
2,758
+44
| +2% | +$7.18K | 0.01% | 628 |
|
|
2021
Q2 | $420K | Buy |
2,714
+725
| +36% | +$109K | 0.01% | 596 |
|
|
2021
Q1 | $253K | Buy |
+1,989
| New | +$234K | ﹤0.01% | 729 |
|
|
2020
Q1 | – | Sell |
-2,775
| Closed | -$286K | – | 599 |
|
|
2019
Q4 | $286K | Buy |
2,775
+158
| +6% | +$15.2K | 0.01% | 515 |
|
|
2019
Q3 | $238K | Buy |
2,617
+13
| +0.5% | +$1.17K | 0.01% | 499 |
|
|
2019
Q2 | $236K | Sell |
2,604
-23
| -0.9% | -$2.06K | 0.01% | 470 |
|
|
2019
Q1 | $214K | Buy |
+2,627
| New | +$214K | 0.01% | 477 |
|
|
2018
Q4 | – | Sell |
-2,406
| Closed | -$228K | – | 440 |
|
|
2018
Q3 | $228K | Buy |
2,406
+132
| +6% | +$12.8K | 0.02% | 398 |
|
|
2018
Q2 | $209K | Buy |
2,274
+18
| +0.8% | +$1.7K | 0.02% | 394 |
|
|
2018
Q1 | $216K | Sell |
2,256
-640
| -22% | -$63.7K | 0.03% | 344 |
|
|
2017
Q4 | $288K | Buy |
2,896
+516
| +22% | +$47.1K | 0.04% | 234 |
|
|
2017
Q3 | $219K | Buy |
+2,380
| New | +$196K | 0.04% | 251 |
|
Other funds holding COF
VCM
VPM
Lido Advisors's COF Position: Q1 2026 in Review
Lido Advisors increased its Capital One (COF) stake by 69% in Q1 2026, buying an estimated $4.03M and bringing the position to 47,377 shares worth $8.64M. The position accounts for 0.03% of the portfolio, ranked #347.
Lido Advisors first reported a position in COF in Q3 2017 and has held it in 30 quarters since. The position peaked at $9.21M in Q1 2024. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.
- Lido Advisors held 47,377 shares of Capital One worth $8.64M as of Q1 2026.
- Lido Advisors bought 19,285 Capital One shares in Q1 2026, an estimated $4.03M.
- Capital One made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #347 holding.
- Lido Advisors first reported a position in Capital One in Q3 2017 and has held it in 30 quarters since.
- Lido Advisors's Capital One position peaked at $9.21M in Q1 2024.
- 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.