PDS 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 | $901K | Buy |
4,234
+2,231
| +111% | +$475K | 0.07% | 140 |
|
|
2025
Q1 | $359K | Buy |
2,003
+141
| +8% | +$25.3K | 0.03% | 281 |
|
|
2024
Q4 | $332K | Buy |
1,862
+21
| +1% | +$3.75K | 0.03% | 268 |
|
|
2024
Q3 | $276K | Buy |
1,841
+37
| +2% | +$5.54K | 0.02% | 319 |
|
|
2024
Q2 | $250K | Buy |
1,804
+138
| +8% | +$19.1K | 0.03% | 302 |
|
|
2024
Q1 | $248K | Buy |
1,666
+46
| +3% | +$6.85K | 0.03% | 305 |
|
|
2023
Q4 | $212K | Buy |
+1,620
| New | +$212K | 0.02% | 319 |
|