Private 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 | $54.7K | Buy |
257
+99
| +63% | +$21.1K | 0.02% | 158 |
|
|
2025
Q1 | $28.3K | Hold |
158
| – | – | 0.01% | 239 |
|
|
2024
Q4 | $28.2K | Hold |
158
| – | – | 0.01% | 241 |
|
|
2024
Q3 | $23.7K | Hold |
158
| – | – | 0.01% | 257 |
|
|
2024
Q2 | $21.9K | Hold |
158
| – | – | 0.01% | 263 |
|
|
2024
Q1 | $23.5K | Hold |
158
| – | – | 0.01% | 242 |
|
|
2023
Q4 | $20.7K | Buy |
+158
| New | +$20.7K | 0.01% | 263 |
|