Quotient Wealth Partners’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
$950K Buy
4,465
+740
+20% +$157K 0.03% 118
2025
Q1
$668K Sell
3,725
-356
-9% -$63.8K 0.02% 148
2024
Q4
$728K Sell
4,081
-630
-13% -$112K 0.02% 133
2024
Q3
$705K Sell
4,711
-69
-1% -$10.3K 0.02% 140
2024
Q2
$662K Buy
4,780
+1,781
+59% +$247K 0.02% 140
2024
Q1
$447K Buy
2,999
+1,232
+70% +$183K 0.02% 184
2023
Q4
$232K Buy
+1,767
New +$232K 0.01% 252