Northern Financial Advisors’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 | $1.21M | Buy |
5,710
+396
| +7% | +$84.3K | 0.91% | 37 |
|
|
2025
Q1 | $953K | Sell |
5,314
-54
| -1% | -$9.68K | 0.79% | 46 |
|
|
2024
Q4 | $957K | Hold |
5,368
| – | – | 0.76% | 44 |
|
|
2024
Q3 | $804K | Sell |
5,368
-7
| -0.1% | -$1.05K | 0.61% | 53 |
|
|
2024
Q2 | $744K | Sell |
5,375
-24
| -0.4% | -$3.32K | 0.6% | 55 |
|
|
2024
Q1 | $804K | Sell |
5,399
-48
| -0.9% | -$7.15K | 0.63% | 57 |
|
|
2023
Q4 | $714K | Hold |
5,447
| – | – | 0.6% | 58 |
|
|
2023
Q3 | $529K | Hold |
5,447
| – | – | 0.48% | 64 |
|
|
2023
Q2 | $596K | Sell |
5,447
-230
| -4% | -$25.2K | 0.52% | 61 |
|
|
2023
Q1 | $546K | Sell |
5,677
-393
| -6% | -$37.8K | 0.51% | 63 |
|
|
2022
Q4 | $564K | Buy |
+6,070
| New | +$564K | 0.64% | 53 |
|