OneDigital Investment 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 | $1.54M | Buy |
7,243
+2,956
| +69% | +$629K | 0.02% | 509 |
|
|
2025
Q1 | $769K | Buy |
4,287
+1,213
| +39% | +$217K | 0.01% | 695 |
|
|
2024
Q4 | $548K | Buy |
3,074
+6
| +0.2% | +$1.07K | 0.01% | 854 |
|
|
2024
Q3 | $459K | Buy |
3,068
+217
| +8% | +$32.5K | 0.01% | 971 |
|
|
2024
Q2 | $395K | Buy |
2,851
+425
| +18% | +$58.8K | ﹤0.01% | 994 |
|
|
2024
Q1 | $361K | Sell |
2,426
-1,241
| -34% | -$185K | 0.01% | 847 |
|
|
2023
Q4 | $481K | Buy |
+3,667
| New | +$481K | 0.01% | 729 |
|
|
2023
Q2 | – | Sell |
-3,224
| Closed | -$310K | – | 1020 |
|
|
2023
Q1 | $310K | Buy |
+3,224
| New | +$310K | 0.01% | 770 |
|
|
2021
Q3 | – | Sell |
-1,623
| Closed | -$251K | – | 746 |
|
|
2021
Q2 | $251K | Buy |
+1,623
| New | +$251K | 0.01% | 601 |
|