SAG
SageView Advisory Group’s Capital One COF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
9,205
+1,345
| +17% | +$288K | 0.07% | 136 |
|
|
2025
Q1 | $1.41M | Buy |
7,860
+233
| +3% | +$41.8K | 0.06% | 179 |
|
|
2024
Q4 | $1.36M | Buy |
7,627
+613
| +9% | +$109K | 0.06% | 181 |
|
|
2024
Q3 | $1.05M | Sell |
7,014
-600
| -8% | -$89.8K | 0.05% | 188 |
|
|
2024
Q2 | $1.05M | Buy |
7,614
+5,510
| +262% | +$763K | 0.05% | 214 |
|
|
2024
Q1 | $313K | Buy |
+2,104
| New | +$313K | 0.02% | 402 |
|