Modern 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 | $1.24M | Buy |
5,843
+855
| +17% | +$182K | 0.03% | 326 |
|
|
2025
Q1 | $894K | Buy |
4,988
+238
| +5% | +$42.7K | 0.03% | 318 |
|
|
2024
Q4 | $847K | Buy |
4,750
+447
| +10% | +$79.7K | 0.03% | 280 |
|
|
2024
Q3 | $644K | Sell |
4,303
-17
| -0.4% | -$2.55K | 0.04% | 218 |
|
|
2024
Q2 | $598K | Buy |
+4,320
| New | +$598K | 0.04% | 196 |
|