Sage Mountain 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 | $217K | Sell |
1,020
-745
| -42% | -$159K | 0.01% | 397 |
|
|
2025
Q1 | $316K | Buy |
1,765
+563
| +47% | +$101K | 0.02% | 294 |
|
|
2024
Q4 | $214K | Sell |
1,202
-185
| -13% | -$33K | 0.02% | 357 |
|
|
2024
Q3 | $208K | Sell |
1,387
-266
| -16% | -$39.8K | 0.02% | 379 |
|
|
2024
Q2 | $229K | Sell |
1,653
-19
| -1% | -$2.63K | 0.02% | 311 |
|
|
2024
Q1 | $249K | Buy |
+1,672
| New | +$249K | 0.03% | 280 |
|