LRI Investments’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 | $823K | Buy |
3,866
+1,640
| +74% | +$349K | 0.07% | 125 |
|
2025
Q1 | $399K | Sell |
2,226
-427
| -16% | -$76.6K | 0.04% | 187 |
|
2024
Q4 | $473K | Buy |
2,653
+193
| +8% | +$34.4K | 0.05% | 145 |
|
2024
Q3 | $450K | Buy |
2,460
+100
| +4% | +$18.3K | 0.04% | 162 |
|
2024
Q2 | $327K | Buy |
2,360
+2,192
| +1,305% | +$303K | 0.04% | 166 |
|
2024
Q1 | $25K | Buy |
+168
| New | +$25K | 0.01% | 348 |
|