Mather Group’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
$956K Buy
4,493
+3,212
+251% +$683K 0.01% 269
2025
Q1
$230K Buy
1,281
+160
+14% +$28.7K ﹤0.01% 551
2024
Q4
$200K Buy
1,121
+15
+1% +$2.67K ﹤0.01% 562
2024
Q3
$166K Buy
1,106
+304
+38% +$45.5K ﹤0.01% 625
2024
Q2
$119K Sell
802
-41
-5% -$6.11K ﹤0.01% 763
2024
Q1
$111K Buy
+843
New +$111K ﹤0.01% 677