NewEdge Wealth’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 | $1.09M | Buy |
5,279
+365
| +7% | +$75.7K | 0.02% | 509 |
|
|
2025
Q1 | $881K | Buy |
4,914
+424
| +9% | +$76K | 0.02% | 504 |
|
|
2024
Q4 | $801K | Buy |
4,490
+1,691
| +60% | +$302K | 0.01% | 531 |
|
|
2024
Q3 | $419K | Buy |
2,799
+1,277
| +84% | +$191K | 0.01% | 659 |
|
|
2024
Q2 | $211K | Sell |
1,522
-365
| -19% | -$50.5K | ﹤0.01% | 721 |
|
|
2024
Q1 | $268K | Buy |
+1,887
| New | +$268K | 0.01% | 688 |
|