Pacific Capital Wealth Advisors’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-811
| Closed | -$145K | – | 144 |
|
|
2024
Q4 | $145K | Sell |
811
-4
| -0.5% | -$713 | 0.02% | 98 |
|
|
2024
Q3 | $122K | Sell |
815
-135
| -14% | -$20.2K | 0.02% | 103 |
|
|
2024
Q2 | $132K | Buy |
950
+89
| +10% | +$12.3K | 0.02% | 94 |
|
|
2024
Q1 | $128K | Hold |
861
| – | – | 0.03% | 85 |
|
|
2023
Q4 | $113K | Buy |
+861
| New | +$113K | 0.03% | 89 |
|