Moneta Group Investment Advisors’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
$887K Sell
2025
Q2
$892K Buy
2025
Q1
$461K Buy
2024
Q4
$421K Sell
2024
Q3
$377K Sell
2024
Q2
$365K Sell
2024
Q1
$394K Buy
2023
Q4
$332K Buy
2023
Q3
$227K Sell
2023
Q2
$270K Buy
2022
Q2
Sell
2022
Q1
$217K Sell
2021
Q4
$269K Buy
2021
Q3
$219K Buy
2021
Q2
$204K Buy
2018
Q2
Sell
2018
Q1
$13K Buy
2017
Q4
$5K Buy