Schechter 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
Q1 | $296K | Sell |
1,651
-221
| -12% | -$39.6K | 0.02% | 478 |
|
|
2024
Q4 | $334K | Sell |
1,872
-56
| -3% | -$9.99K | 0.03% | 465 |
|
|
2024
Q3 | $289K | Sell |
1,928
-59
| -3% | -$8.83K | 0.02% | 504 |
|
|
2024
Q2 | $275K | Buy |
1,987
+579
| +41% | +$80.2K | 0.02% | 492 |
|
|
2024
Q1 | $210K | Buy |
+1,408
| New | +$210K | 0.02% | 576 |
|
|
2022
Q4 | – | Sell |
-2,891
| Closed | -$266K | – | 865 |
|
|
2022
Q3 | $266K | Sell |
2,891
-1,321
| -31% | -$122K | 0.03% | 743 |
|
|
2022
Q2 | $439K | Sell |
4,212
-757
| -15% | -$78.9K | 0.04% | 569 |
|
|
2022
Q1 | $653K | Buy |
4,969
+423
| +9% | +$55.6K | 0.06% | 446 |
|
|
2021
Q4 | $660K | Buy |
+4,546
| New | +$660K | 0.06% | 429 |
|