Personal CFO Solutions’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 | $1.45M | Buy |
6,833
+1,853
| +37% | +$394K | 0.27% | 72 |
|
|
2025
Q1 | $893K | Buy |
4,980
+817
| +20% | +$146K | 0.18% | 117 |
|
|
2024
Q4 | $742K | Buy |
4,163
+644
| +18% | +$115K | 0.15% | 150 |
|
|
2024
Q3 | $527K | Buy |
3,519
+71
| +2% | +$10.6K | 0.07% | 253 |
|
|
2024
Q2 | $477K | Buy |
3,448
+191
| +6% | +$26.4K | 0.07% | 252 |
|
|
2024
Q1 | $485K | Sell |
3,257
-88
| -3% | -$13.1K | 0.08% | 262 |
|
|
2023
Q4 | $439K | Sell |
3,345
-525
| -14% | -$68.8K | 0.08% | 263 |
|
|
2023
Q3 | $376K | Buy |
3,870
+360
| +10% | +$34.9K | 0.07% | 266 |
|
|
2023
Q2 | $384K | Buy |
3,510
+70
| +2% | +$7.66K | 0.08% | 268 |
|
|
2023
Q1 | $331K | Buy |
3,440
+186
| +6% | +$17.9K | 0.07% | 280 |
|
|
2022
Q4 | $303K | Sell |
3,254
-105
| -3% | -$9.76K | 0.06% | 295 |
|
|
2022
Q3 | $310K | Buy |
3,359
+167
| +5% | +$15.4K | 0.08% | 246 |
|
|
2022
Q2 | $333K | Sell |
3,192
-664
| -17% | -$69.3K | 0.08% | 239 |
|
|
2022
Q1 | $506K | Buy |
3,856
+821
| +27% | +$108K | 0.1% | 198 |
|
|
2021
Q4 | $440K | Sell |
3,035
-112
| -4% | -$16.2K | 0.08% | 223 |
|
|
2021
Q3 | $510K | Sell |
3,147
-42
| -1% | -$6.81K | 0.1% | 185 |
|
|
2021
Q2 | $493K | Buy |
3,189
+375
| +13% | +$58K | 0.1% | 187 |
|
|
2021
Q1 | $358K | Buy |
+2,814
| New | +$358K | 0.08% | 222 |
|