OIA
Optimum Investment Advisors’s Capital One COF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Sell |
700
-100
| -13% | -$21.3K | 0.06% | 207 |
|
|
2025
Q1 | $143K | Buy |
800
+700
| +700% | +$126K | 0.07% | 201 |
|
|
2024
Q4 | $17.8K | Hold |
100
| – | – | 0.01% | 447 |
|
|
2024
Q3 | $15K | Buy |
+100
| New | +$15K | 0.01% | 485 |
|
|
2022
Q2 | – | Sell |
-47
| Closed | -$6K | – | 811 |
|
|
2022
Q1 | $6K | Buy |
+47
| New | +$6K | ﹤0.01% | 700 |
|
|
2019
Q2 | – | Sell |
-165
| Closed | -$13K | – | 936 |
|
|
2019
Q1 | $13K | Sell |
165
-154
| -48% | -$12.1K | ﹤0.01% | 758 |
|
|
2018
Q4 | $24K | Buy |
319
+1
| +0.3% | +$75 | 0.01% | 614 |
|
|
2018
Q3 | $30K | Hold |
318
| – | – | 0.01% | 651 |
|
|
2018
Q2 | $29K | Buy |
318
+10
| +3% | +$912 | 0.01% | 652 |
|
|
2018
Q1 | $30K | Buy |
+308
| New | +$30K | 0.01% | 625 |
|
|
2017
Q2 | – | Sell |
-4,906
| Closed | -$425K | – | 297 |
|
|
2017
Q1 | $425K | Buy |
4,906
+1
| +0% | +$87 | 0.15% | 183 |
|
|
2016
Q4 | $428K | Hold |
4,905
| – | – | 0.16% | 171 |
|
|
2016
Q3 | $352K | Hold |
4,905
| – | – | 0.13% | 201 |
|
|
2016
Q2 | $312K | Hold |
4,905
| – | – | 0.12% | 205 |
|
|
2016
Q1 | $340K | Sell |
4,905
-100
| -2% | -$6.93K | 0.13% | 187 |
|
|
2015
Q4 | $361K | Hold |
5,005
| – | – | 0.14% | 192 |
|
|
2015
Q3 | $363K | Buy |
+5,005
| New | +$363K | 0.15% | 178 |
|
|
2015
Q1 | $396K | Buy |
5,030
+400
| +9% | +$31.5K | 0.13% | 184 |
|
|
2014
Q4 | $382K | Hold |
4,630
| – | – | 0.12% | 180 |
|
|
2014
Q3 | $378K | Hold |
4,630
| – | – | 0.13% | 169 |
|
|
2014
Q2 | $382K | Sell |
4,630
-440
| -9% | -$36.3K | 0.12% | 176 |
|
|
2014
Q1 | $391K | Hold |
5,070
| – | – | 0.15% | 152 |
|
|
2013
Q4 | $388K | Sell |
5,070
-440
| -8% | -$33.7K | 0.15% | 152 |
|
|
2013
Q3 | $379K | Buy |
+5,510
| New | +$379K | 0.16% | 148 |
|