Operose Advisors’s Capital One COF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-425
Closed -$63.6K 471
2024
Q3
$63.6K Hold
425
0.02% 238
2024
Q2
$58.8K Buy
425
+245
+136% +$33.9K 0.02% 227
2024
Q1
$26.8K Hold
180
0.01% 338
2023
Q4
$23.6K Hold
180
0.01% 335
2023
Q3
$17.5K Buy
+180
New +$17.5K 0.01% 489
2023
Q1
Sell
-380
Closed -$35.3K 355
2022
Q4
$35.3K Buy
+380
New +$35.3K 0.02% 179
2022
Q2
Sell
-100
Closed -$13K 305
2022
Q1
$13K Hold
100
0.01% 243
2021
Q4
$15K Buy
+100
New +$15K 0.01% 227