Perigon Wealth Management’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
Q3 | $2.52M | Buy |
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|
2025
Q2 | $1.27M | Buy |
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|
2025
Q1 | $551K | Sell |
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|
2024
Q4 | $586K | Buy |
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|
2024
Q3 | $399K | Buy |
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|
2024
Q2 | $355K | Buy |
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|
2024
Q1 | $381K | Buy |
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|
2023
Q4 | $310K | Buy |
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|
2023
Q3 | $226K | Sell |
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|
2023
Q2 | $262K | Buy |
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|
2023
Q1 | $219K | Sell |
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|
2022
Q4 | $230K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $216K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $86K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $201K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $36K | Hold |
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|
2017
Q4 | $38K | Buy |
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|
2017
Q3 | $20K | Hold |
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|
2017
Q2 | $20K | Sell |
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|
2017
Q1 | $31K | Buy |
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|
2016
Q4 | $30K | Buy |
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|
2016
Q3 | $17K | Hold |
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|
2016
Q2 | $15K | Buy |
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