Marcum Wealth’s Capital One COF Stock Holding History

Marcum Wealth’s Portfolio COF Stock Details COF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$426K	Sell
2024 Q4	$424K	Buy
2024 Q3	$349K	Buy
2024 Q2	$318K	Buy
2024 Q1	$330K	Buy
2023 Q4	$290K	Buy
2023 Q3	–	Sell
2023 Q2	$215K	Buy
2022 Q1	–	Sell
2021 Q4	$232K	Buy
2021 Q3	$227K	Buy