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