LWM
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LJI Wealth Management’s Capital One COF Stock Holding History

LJI Wealth Management’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$262K Hold
1,233
– – 0.05% 158
2025
Q1 		$221K Hold
1,233
– – 0.04% 163
2024
Q4 		$220K Buy
+1,233
New +$220K 0.04% 162