Modern Wealth Management’s Capital One COF Stock Holding History

Modern Wealth Management’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 Q2	$1.24M	Buy
2025 Q1	$894K	Buy
2024 Q4	$847K	Buy
2024 Q3	$644K	Sell
2024 Q2	$598K	Buy