Paragon Private Wealth Management’s Capital One COF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $773K | Buy |
3,635
+859
| +31% | +$183K | 0.31% | 96 |
|
2025
Q1 | $498K | Buy |
2,776
+619
| +29% | +$111K | 0.23% | 114 |
|
2024
Q4 | $385K | Buy |
2,157
+248
| +13% | +$44.2K | 0.18% | 123 |
|
2024
Q3 | $286K | Buy |
1,909
+199
| +12% | +$29.8K | 0.14% | 134 |
|
2024
Q2 | $237K | Buy |
1,710
+138
| +9% | +$19.1K | 0.13% | 141 |
|
2024
Q1 | $234K | Buy |
+1,572
| New | +$234K | 0.14% | 134 |
|