Optimum Investment Advisors’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $252K | Buy |
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|
2025
Q2 | $149K | Sell |
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|
2025
Q1 | $143K | Buy |
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|
2024
Q4 | $17.8K | Hold |
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|
2024
Q3 | $15K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $6K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $13K | Sell |
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|
2018
Q4 | $24K | Buy |
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|
2018
Q3 | $30K | Hold |
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|
2018
Q2 | $29K | Buy |
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|
2018
Q1 | $30K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $425K | Buy |
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|
2016
Q4 | $428K | Hold |
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|
2016
Q3 | $352K | Hold |
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|
2016
Q2 | $312K | Hold |
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|
2016
Q1 | $340K | Sell |
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|
2015
Q4 | $361K | Hold |
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|
2015
Q3 | $363K | Buy |
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|
2015
Q1 | $396K | Buy |
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|
2014
Q4 | $382K | Hold |
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|
2014
Q3 | $378K | Hold |
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|
2014
Q2 | $382K | Sell |
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|
2014
Q1 | $391K | Hold |
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|
2013
Q4 | $388K | Sell |
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|
2013
Q3 | $379K | Buy |
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