Prestige Wealth Management Group’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 | $11.5K | Buy |
54
+28
| +108% | +$5.96K | ﹤0.01% | 415 |
|
|
2025
Q1 | $4.66K | Hold |
26
| – | – | ﹤0.01% | 575 |
|
|
2024
Q4 | $4.64K | Hold |
26
| – | – | ﹤0.01% | 624 |
|
|
2024
Q3 | $3.89K | Hold |
26
| – | – | ﹤0.01% | 649 |
|
|
2024
Q2 | $3.6K | Hold |
26
| – | – | ﹤0.01% | 612 |
|
|
2024
Q1 | $3.87K | Hold |
26
| – | – | ﹤0.01% | 624 |
|
|
2023
Q4 | $3.41K | Buy |
26
+19
| +271% | +$2.49K | ﹤0.01% | 656 |
|
|
2023
Q3 | $680 | Hold |
7
| – | – | ﹤0.01% | 923 |
|
|
2023
Q2 | $766 | Hold |
7
| – | – | ﹤0.01% | 933 |
|
|
2023
Q1 | $674 | Sell |
7
-10
| -59% | -$963 | ﹤0.01% | 935 |
|
|
2022
Q4 | $1.58K | Hold |
17
| – | – | ﹤0.01% | 881 |
|
|
2022
Q3 | $2K | Buy |
17
+4
| +31% | +$471 | ﹤0.01% | 719 |
|
|
2022
Q2 | $1K | Buy |
13
+9
| +225% | +$692 | ﹤0.01% | 832 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 856 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 881 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 872 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 864 |
|
|
2021
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 859 |
|
|
2020
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 951 |
|
|
2020
Q3 | – | Sell |
-159
| Closed | -$10K | – | 882 |
|
|
2020
Q2 | $10K | Sell |
159
-2,137
| -93% | -$134K | ﹤0.01% | 424 |
|
|
2020
Q1 | $116K | Buy |
2,296
+2,040
| +797% | +$103K | 0.05% | 109 |
|
|
2019
Q4 | $26K | Hold |
256
| – | – | 0.01% | 258 |
|
|
2019
Q3 | $23K | Buy |
+256
| New | +$23K | 0.01% | 261 |
|
|
2019
Q1 | – | Sell |
-171
| Closed | -$13K | – | 624 |
|
|
2018
Q4 | $13K | Buy |
+171
| New | +$13K | 0.01% | 388 |
|