Partners in Financial Planning’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Buy |
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|
2025
Q1 | $271K | Hold |
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|
2024
Q4 | $269K | Hold |
|
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|
2024
Q3 | $226K | Sell |
|
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|
2024
Q2 | $233K | Hold |
|
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|
2024
Q1 | $251K | Hold |
|
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|
2023
Q4 | $221K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $435K | Hold |
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|
2022
Q2 | $476K | Buy |
|
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|
2022
Q1 | $590K | Hold |
|
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|
2021
Q4 | $680K | Buy |
|
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|
2021
Q3 | $691K | Buy |
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|
2021
Q2 | $654K | Buy |
|