Plante Moran Financial Advisors’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 | $94.5K | Buy |
444
+50
| +13% | +$10.6K | 0.01% | 246 |
|
|
2025
Q1 | $70.6K | Hold |
394
| – | – | 0.01% | 289 |
|
|
2024
Q4 | $70.3K | Hold |
394
| – | – | 0.01% | 302 |
|
|
2024
Q3 | $59K | Buy |
394
+329
| +506% | +$49.3K | 0.01% | 363 |
|
|
2024
Q2 | $9K | Hold |
65
| – | – | ﹤0.01% | 587 |
|
|
2024
Q1 | $9.68K | Buy |
65
+39
| +150% | +$5.81K | ﹤0.01% | 610 |
|
|
2023
Q4 | $3.41K | Hold |
26
| – | – | ﹤0.01% | 678 |
|
|
2023
Q3 | $2.52K | Sell |
26
-20
| -43% | -$1.94K | ﹤0.01% | 650 |
|
|
2023
Q2 | $5.03K | Sell |
46
-21
| -31% | -$2.3K | ﹤0.01% | 638 |
|
|
2023
Q1 | $6.43K | Buy |
67
+40
| +148% | +$3.84K | ﹤0.01% | 624 |
|
|
2022
Q4 | $2.51K | Sell |
27
-81
| -75% | -$7.53K | ﹤0.01% | 728 |
|
|
2022
Q3 | $10K | Hold |
108
| – | – | ﹤0.01% | 576 |
|
|
2022
Q2 | $11K | Sell |
108
-20
| -16% | -$2.04K | ﹤0.01% | 584 |
|
|
2022
Q1 | $17K | Sell |
128
-8
| -6% | -$1.06K | ﹤0.01% | 523 |
|
|
2021
Q4 | $20K | Sell |
136
-445
| -77% | -$65.4K | ﹤0.01% | 552 |
|
|
2021
Q3 | $94K | Buy |
581
+102
| +21% | +$16.5K | 0.02% | 285 |
|
|
2021
Q2 | $74K | Hold |
479
| – | – | 0.02% | 297 |
|
|
2021
Q1 | $61K | Sell |
479
-366
| -43% | -$46.6K | 0.02% | 318 |
|
|
2020
Q4 | $84K | Hold |
845
| – | – | 0.03% | 276 |
|
|
2020
Q3 | $61K | Hold |
845
| – | – | 0.02% | 290 |
|
|
2020
Q2 | $53K | Sell |
845
-623
| -42% | -$39.1K | 0.02% | 284 |
|
|
2020
Q1 | $74K | Hold |
1,468
| – | – | 0.03% | 217 |
|
|
2019
Q4 | $151K | Sell |
1,468
-18
| -1% | -$1.85K | 0.05% | 187 |
|
|
2019
Q3 | $135K | Sell |
1,486
-338
| -19% | -$30.7K | 0.04% | 206 |
|
|
2019
Q2 | $166K | Buy |
1,824
+953
| +109% | +$86.7K | 0.05% | 170 |
|
|
2019
Q1 | $71K | Sell |
871
-109
| -11% | -$8.89K | 0.02% | 265 |
|
|
2018
Q4 | $74K | Buy |
980
+505
| +106% | +$38.1K | 0.03% | 237 |
|
|
2018
Q3 | $45K | Buy |
475
+25
| +6% | +$2.37K | 0.01% | 317 |
|
|
2018
Q2 | $41K | Sell |
450
-1
| -0.2% | -$91 | 0.02% | 368 |
|
|
2018
Q1 | $43K | Hold |
451
| – | – | 0.02% | 368 |
|
|
2017
Q4 | $45K | Hold |
451
| – | – | 0.02% | 364 |
|
|
2017
Q3 | $38K | Hold |
451
| – | – | 0.02% | 363 |
|
|
2017
Q2 | $37K | Hold |
451
| – | – | 0.02% | 370 |
|
|
2017
Q1 | $39K | Sell |
451
-1,310
| -74% | -$113K | 0.02% | 360 |
|
|
2016
Q4 | $154K | Buy |
1,761
+1,310
| +290% | +$115K | 0.1% | 154 |
|
|
2016
Q3 | $32K | Sell |
451
-375
| -45% | -$26.6K | 0.02% | 396 |
|
|
2016
Q2 | $52K | Buy |
826
+242
| +41% | +$15.2K | 0.04% | 271 |
|
|
2016
Q1 | $40K | Buy |
584
+54
| +10% | +$3.7K | 0.03% | 295 |
|
|
2015
Q4 | $38K | Hold |
530
| – | – | 0.03% | 336 |
|
|
2015
Q3 | $38K | Buy |
530
+16
| +3% | +$1.15K | 0.03% | 301 |
|
|
2015
Q2 | $45K | Hold |
514
| – | – | 0.03% | 313 |
|
|
2015
Q1 | $41K | Hold |
514
| – | – | 0.03% | 307 |
|
|
2014
Q4 | $42K | Hold |
514
| – | – | 0.03% | 305 |
|
|
2014
Q3 | $42K | Sell |
514
-27
| -5% | -$2.21K | 0.04% | 287 |
|
|
2014
Q2 | $45K | Buy |
541
+139
| +35% | +$11.6K | 0.04% | 246 |
|
|
2014
Q1 | $31K | Sell |
402
-951
| -70% | -$73.3K | 0.03% | 206 |
|
|
2013
Q4 | $104K | Buy |
1,353
+951
| +237% | +$73.1K | 0.06% | 151 |
|
|
2013
Q3 | $28K | Buy |
402
+27
| +7% | +$1.88K | 0.02% | 246 |
|
|
2013
Q2 | $24K | Buy |
+375
| New | +$24K | 0.02% | 233 |
|