Pinnacle Wealth Planning Services’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 | $724K | Sell |
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|
2025
Q2 | $771K | Buy |
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|
2025
Q1 | $252K | Sell |
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|
2024
Q4 | $254K | Sell |
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|
2024
Q3 | $296K | Hold |
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|
2024
Q2 | $274K | Sell |
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|
2024
Q1 | $295K | Sell |
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|
2023
Q4 | $263K | Sell |
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|
2023
Q3 | $207K | Buy |
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|
2023
Q2 | $233K | Sell |
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|
2023
Q1 | $224K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $219K | Buy |
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|
2021
Q2 | $206K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $127K | Buy |
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