Pinnacle Wealth Planning Services’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 | $771K | Buy |
3,625
+2,217
| +157% | +$472K | 0.1% | 122 |
|
|
2025
Q1 | $252K | Sell |
1,408
-14
| -1% | -$2.51K | 0.04% | 301 |
|
|
2024
Q4 | $254K | Sell |
1,422
-554
| -28% | -$98.8K | 0.04% | 299 |
|
|
2024
Q3 | $296K | Hold |
1,976
| – | – | 0.04% | 310 |
|
|
2024
Q2 | $274K | Sell |
1,976
-3
| -0.2% | -$415 | 0.04% | 309 |
|
|
2024
Q1 | $295K | Sell |
1,979
-24
| -1% | -$3.57K | 0.04% | 299 |
|
|
2023
Q4 | $263K | Sell |
2,003
-134
| -6% | -$17.6K | 0.04% | 309 |
|
|
2023
Q3 | $207K | Buy |
2,137
+3
| +0.1% | +$291 | 0.03% | 356 |
|
|
2023
Q2 | $233K | Sell |
2,134
-194
| -8% | -$21.2K | 0.04% | 323 |
|
|
2023
Q1 | $224K | Buy |
+2,328
| New | +$224K | 0.04% | 349 |
|
|
2021
Q4 | – | Sell |
-1,350
| Closed | -$219K | – | 433 |
|
|
2021
Q3 | $219K | Buy |
1,350
+23
| +2% | +$3.73K | 0.05% | 310 |
|
|
2021
Q2 | $206K | Buy |
+1,327
| New | +$206K | 0.05% | 310 |
|
|
2021
Q1 | – | Sell |
-1,284
| Closed | -$127K | – | 677 |
|
|
2020
Q4 | $127K | Buy |
+1,284
| New | +$127K | 0.03% | 385 |
|