Marcum Wealth’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $426K | Sell |
2,375
-4
| -0.2% | -$717 | 0.04% | 213 |
|
|
2024
Q4 | $424K | Buy |
2,379
+47
| +2% | +$8.38K | 0.04% | 217 |
|
|
2024
Q3 | $349K | Buy |
2,332
+37
| +2% | +$5.54K | 0.03% | 250 |
|
|
2024
Q2 | $318K | Buy |
2,295
+79
| +4% | +$10.9K | 0.03% | 261 |
|
|
2024
Q1 | $330K | Buy |
2,216
+6
| +0.3% | +$893 | 0.03% | 253 |
|
|
2023
Q4 | $290K | Buy |
+2,210
| New | +$290K | 0.03% | 261 |
|
|
2023
Q3 | – | Sell |
-1,963
| Closed | -$215K | – | 380 |
|
|
2023
Q2 | $215K | Buy |
+1,963
| New | +$215K | 0.03% | 320 |
|
|
2022
Q1 | – | Sell |
-1,598
| Closed | -$232K | – | 380 |
|
|
2021
Q4 | $232K | Buy |
1,598
+196
| +14% | +$28.5K | 0.03% | 298 |
|
|
2021
Q3 | $227K | Buy |
+1,402
| New | +$227K | 0.04% | 286 |
|