Sendero Wealth Management’s Capital One COF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.21M Sell
2025
Q2
$10.4M Buy
2025
Q1
$8.14M Sell
2024
Q4
$8.3M Sell
2024
Q3
$7.57M Buy
2024
Q2
$6.46M Sell
2024
Q1
$7.94M Sell
2023
Q4
$7.75M Buy
2023
Q3
$5.47M Buy
2023
Q2
$5.54M Buy
2023
Q1
$3.71M Buy
2022
Q4
$2.37M Buy
2022
Q3
$963K Buy
2022
Q2
$246K Buy