ProVise Management Group’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $258K | Sell |
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|
2025
Q3 | $517K | Buy |
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|
2025
Q2 | $474K | Buy |
|
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|
2025
Q1 | $370K | Sell |
|
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|
2024
Q4 | $526K | Hold |
|
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|
2024
Q3 | $442K | Hold |
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|
2024
Q2 | $408K | Hold |
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|
2024
Q1 | $439K | Hold |
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|
2023
Q4 | $387K | Hold |
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|
2023
Q3 | $286K | Hold |
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|
2023
Q2 | $323K | Buy |
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|
2023
Q1 | $222K | Buy |
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