Regal Investment 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 | $380K | Buy |
+1,786
| New | +$380K | 0.03% | 385 |
|
2017
Q2 | – | Sell |
-34,245
| Closed | -$2.97M | – | 264 |
|
2017
Q1 | $2.97M | Sell |
34,245
-5,926
| -15% | -$514K | 0.77% | 38 |
|
2016
Q4 | $3.5M | Sell |
40,171
-2,664
| -6% | -$232K | 0.97% | 27 |
|
2016
Q3 | $3.08M | Sell |
42,835
-2,856
| -6% | -$205K | 0.87% | 36 |
|
2016
Q2 | $2.9M | Buy |
+45,691
| New | +$2.9M | 0.8% | 41 |
|
2015
Q4 | – | Sell |
-253
| Closed | -$18K | – | 377 |
|
2015
Q3 | $18K | Buy |
253
+200
| +377% | +$14.2K | ﹤0.01% | 574 |
|
2015
Q2 | $4K | Buy |
53
+1
| +2% | +$75 | ﹤0.01% | 776 |
|
2015
Q1 | $4K | Hold |
52
| – | – | ﹤0.01% | 835 |
|
2014
Q4 | $4K | Hold |
52
| – | – | ﹤0.01% | 768 |
|
2014
Q3 | $4K | Hold |
52
| – | – | ﹤0.01% | 817 |
|
2014
Q2 | $4K | Sell |
52
-47
| -47% | -$3.62K | ﹤0.01% | 783 |
|
2014
Q1 | $8K | Sell |
99
-1
| -1% | -$81 | ﹤0.01% | 669 |
|
2013
Q4 | $8K | Sell |
100
-2
| -2% | -$160 | ﹤0.01% | 615 |
|
2013
Q3 | $7K | Buy |
102
+1
| +1% | +$69 | ﹤0.01% | 658 |
|
2013
Q2 | $6K | Buy |
+101
| New | +$6K | ﹤0.01% | 663 |
|