Partners in Financial Planning’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 | $329K | Buy |
1,545
+34
| +2% | +$7.23K | 0.06% | 90 |
|
|
2025
Q1 | $271K | Hold |
1,511
| – | – | 0.05% | 90 |
|
|
2024
Q4 | $269K | Hold |
1,511
| – | – | 0.06% | 90 |
|
|
2024
Q3 | $226K | Sell |
1,511
-175
| -10% | -$26.2K | 0.05% | 101 |
|
|
2024
Q2 | $233K | Hold |
1,686
| – | – | 0.05% | 95 |
|
|
2024
Q1 | $251K | Hold |
1,686
| – | – | 0.06% | 91 |
|
|
2023
Q4 | $221K | Buy |
+1,686
| New | +$221K | 0.05% | 98 |
|
|
2022
Q4 | – | Sell |
-4,395
| Closed | -$435K | – | 91 |
|
|
2022
Q3 | $435K | Hold |
4,395
| – | – | 0.12% | 60 |
|
|
2022
Q2 | $476K | Buy |
4,395
+37
| +0.8% | +$4.01K | 0.15% | 55 |
|
|
2022
Q1 | $590K | Hold |
4,358
| – | – | 0.19% | 47 |
|
|
2021
Q4 | $680K | Buy |
4,358
+95
| +2% | +$14.8K | 0.21% | 42 |
|
|
2021
Q3 | $691K | Buy |
4,263
+35
| +0.8% | +$5.67K | 0.22% | 42 |
|
|
2021
Q2 | $654K | Buy |
+4,228
| New | +$654K | 0.2% | 41 |
|