Opal Wealth 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 | $437K | Sell |
2,053
-102
| -5% | -$21.7K | 0.12% | 90 |
|
2025
Q1 | $386K | Buy |
2,155
+64
| +3% | +$11.5K | 0.12% | 102 |
|
2024
Q4 | $373K | Buy |
2,091
+127
| +6% | +$22.6K | 0.11% | 112 |
|
2024
Q3 | $294K | Buy |
1,964
+207
| +12% | +$31K | 0.09% | 127 |
|
2024
Q2 | $243K | Buy |
+1,757
| New | +$243K | 0.08% | 147 |
|