Oxford Financial Group’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 |
-2,507
| Closed | -$375K | – | 303 |
|
|
2024
Q3 | $375K | Sell |
2,507
-122
| -5% | -$18.3K | 0.02% | 176 |
|
|
2024
Q2 | $364K | Sell |
2,629
-120
| -4% | -$16.6K | 0.02% | 188 |
|
|
2024
Q1 | $409K | Buy |
2,749
+176
| +7% | +$26.2K | 0.03% | 150 |
|
|
2023
Q4 | $337K | Buy |
2,573
+100
| +4% | +$13.1K | 0.02% | 169 |
|
|
2023
Q3 | $240K | Sell |
2,473
-62
| -2% | -$6.02K | 0.02% | 193 |
|
|
2023
Q2 | $277K | Buy |
+2,535
| New | +$277K | 0.03% | 188 |
|