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Oxford Financial Group’s Capital One COF Stock Holding History

Oxford Financial Group’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,507
Closed -$375K – 303
2024
Q3 		$375K Sell
2,507
-122
-5% -$17.4K 0.02% 176
2024
Q2 		$364K Sell
2,629
-120
-4% -$16.8K 0.02% 188
2024
Q1 		$409K Buy
2,749
+176
+7% +$23.8K 0.03% 150
2023
Q4 		$337K Buy
2,573
+100
+4% +$10.8K 0.02% 170
2023
Q3 		$240K Sell
2,473
-62
-2% -$6.63K 0.02% 194
2023
Q2 		$277K Buy
+2,535
New +$254K 0.03% 188

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Oxford Financial Group's COF Position: Q4 2024 in Review

Oxford Financial Group sold out of Capital One (COF) in Q4 2024, closing a stake of 2,507 shares — an estimated $375K sold.

Oxford Financial Group first reported a position in COF in Q2 2023 and held it in 6 quarters. The position peaked at $409K in Q1 2024. 1,358 funds tracked by Wall St. Rank hold COF as of Q4 2024.

  • Oxford Financial Group reported no remaining Capital One position as of Q4 2024 after selling out during the quarter.
  • Oxford Financial Group sold 2,507 Capital One shares in Q4 2024, an estimated $375K.
  • Oxford Financial Group first reported a position in Capital One in Q2 2023 and held it in 6 quarters.
  • Oxford Financial Group's Capital One position peaked at $409K in Q1 2024.
  • 1,358 funds tracked by Wall St. Rank held Capital One as of Q4 2024.

Based on Oxford Financial Group's 13F filing for Q4 2024, filed 11 Feb 2025.