Schechter Investment Advisors’s Capital One COF Stock Holding History

Schechter Investment Advisors’s Portfolio COF Stock Details COF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$296K	Sell
2024 Q4	$334K	Sell
2024 Q3	$289K	Sell
2024 Q2	$275K	Buy
2024 Q1	$210K	Buy
2022 Q4	–	Sell
2022 Q3	$266K	Sell
2022 Q2	$439K	Sell
2022 Q1	$653K	Buy
2021 Q4	$660K	Buy