Meridian Wealth Management’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 | $460K | Buy |
+2,163
| New | +$460K | 0.02% | 467 |
|
2022
Q3 | – | Sell |
-15,794
| Closed | -$1.65M | – | 508 |
|
2022
Q2 | $1.65M | Buy |
15,794
+11,176
| +242% | +$1.16M | 0.13% | 167 |
|
2022
Q1 | $606K | Buy |
4,618
+12
| +0.3% | +$1.58K | 0.07% | 212 |
|
2021
Q4 | $668K | Buy |
4,606
+300
| +7% | +$43.5K | 0.07% | 204 |
|
2021
Q3 | $697K | Buy |
4,306
+76
| +2% | +$12.3K | 0.09% | 187 |
|
2021
Q2 | $654K | Buy |
+4,230
| New | +$654K | 0.08% | 191 |
|
2019
Q3 | – | Sell |
-1,565
| Closed | -$1.42K | – | 250 |
|
2019
Q2 | $1.42K | Buy |
+1,565
| New | +$1.42K | 0.06% | 244 |
|