Pines Wealth Management’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
$419K Buy
1,896
+245
+15% +$54.1K 0.15% 146
2025
Q1
$252K Sell
1,651
-104
-6% -$15.8K 0.12% 171
2024
Q4
$308K Buy
+1,755
New +$308K 0.13% 157