Modera Wealth Management’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.13M | Sell |
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|
2025
Q2 | $1.15M | Buy |
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|
2025
Q1 | $499K | Sell |
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|
2024
Q4 | $523K | Buy |
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|
2024
Q3 | $368K | Buy |
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|
2024
Q2 | $335K | Sell |
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|
2024
Q1 | $364K | Sell |
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|
2023
Q4 | $360K | Sell |
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|
2023
Q3 | $585K | Sell |
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|
2023
Q2 | $662K | Sell |
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|
2023
Q1 | $662K | Buy |
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|
2022
Q4 | $530K | Buy |
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|
2022
Q3 | $421K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $492K | Buy |
|