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