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