Meridian Financial Partners’s Capital One COF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.31M	Buy	7,232 +200	+3%	+$41.8K	0.5%	47
2025 Q4	$1.62M	Buy	7,032 +5	+0.1%	+$1.11K	0.64%	35
2025 Q3	$1.49M	Buy	7,027 +86	+1%	+$18.8K	0.62%	36
2025 Q2	$1.48M	Buy	6,941 +71	+1%	+$13.2K	0.69%	32
2025 Q1	$1.23M	Buy	6,870 +1,323	+24%	+$250K	0.63%	35
2024 Q4	$989K	Buy	5,547 +88	+2%	+$15.2K	0.52%	48
2024 Q3	$817K	Sell	5,459 -25	-0.5%	-$3.56K	0.41%	54
2024 Q2	$816K	Buy	5,484 +284	+5%	+$39.8K	0.48%	50
2024 Q1	$709K	Buy	5,200 +210	+4%	+$28.4K	0.91%	25
2023 Q4	$623K	Buy	4,990 +18	+0.4%	+$1.94K	0.64%	35
2023 Q3	$461K	Buy	4,972 +323	+7%	+$34.5K	0.47%	38
2023 Q2	$535K	Buy	4,649 +269	+6%	+$26.9K	0.32%	56
2023 Q1	$427K	Buy	4,380 +59	+1%	+$6.18K	0.48%	33
2022 Q4	$423K	Buy	4,321 +395	+10%	+$38.8K	0.48%	34
2022 Q3	$375K	Buy	3,926 +888	+29%	+$94.6K	0.53%	32
2022 Q2	$331K	Buy	3,038 +861	+40%	+$105K	0.22%	69
2022 Q1	$286K	Buy	+2,177	New	+$317K	0.43%	39