Sequoia Financial Advisors’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.17M | Sell |
22,849
-1,452
| -6% | -$304K | 0.02% | 365 |
|
|
2025
Q4 | $5.89M | Buy |
24,301
+6,004
| +33% | +$1.34M | 0.03% | 289 |
|
|
2025
Q3 | $3.89M | Buy |
18,297
+2,378
| +15% | +$521K | 0.02% | 353 |
|
|
2025
Q2 | $3.39M | Buy |
15,919
+8,370
| +111% | +$1.56M | 0.02% | 354 |
|
|
2025
Q1 | $1.35M | Buy |
7,549
+115
| +2% | +$21.7K | 0.01% | 526 |
|
|
2024
Q4 | $1.33M | Buy |
7,434
+1,075
| +17% | +$186K | 0.01% | 502 |
|
|
2024
Q3 | $952K | Sell |
6,359
-365
| -5% | -$52K | 0.01% | 562 |
|
|
2024
Q2 | $931K | Buy |
6,724
+1,142
| +20% | +$160K | 0.01% | 495 |
|
|
2024
Q1 | $831K | Sell |
5,582
-2,437
| -30% | -$330K | 0.01% | 522 |
|
|
2023
Q4 | $1.05M | Buy |
8,019
+4,429
| +123% | +$478K | 0.01% | 510 |
|
|
2023
Q3 | $348K | Sell |
3,590
-510
| -12% | -$54.5K | 0.01% | 631 |
|
|
2023
Q2 | $448K | Buy |
4,100
+331
| +9% | +$33.1K | 0.01% | 554 |
|
|
2023
Q1 | $362K | Sell |
3,769
-163
| -4% | -$17.1K | 0.01% | 560 |
|
|
2022
Q4 | $365K | Buy |
3,932
+968
| +33% | +$95.2K | 0.01% | 523 |
|
|
2022
Q3 | $273K | Sell |
2,964
-560
| -16% | -$59.6K | 0.01% | 411 |
|
|
2022
Q2 | $367K | Buy |
3,524
+565
| +19% | +$69.1K | 0.01% | 393 |
|
|
2022
Q1 | $388K | Buy |
2,959
+303
| +11% | +$44.2K | 0.01% | 423 |
|
|
2021
Q4 | $385K | Buy |
+2,656
| New | +$410K | 0.01% | 385 |
|
|
2021
Q3 | – | Sell |
-2,108
| Closed | -$326K | – | 297 |
|
|
2021
Q2 | $326K | Buy |
2,108
+216
| +11% | +$32.6K | 0.01% | 360 |
|
|
2021
Q1 | $241K | Buy |
+1,892
| New | +$223K | 0.01% | 387 |
|
|
2020
Q1 | – | Sell |
-2,149
| Closed | -$221K | – | 373 |
|
|
2019
Q4 | $221K | Buy |
+2,149
| New | +$207K | 0.01% | 348 |
|
|
2019
Q3 | – | Sell |
-2,689
| Closed | -$244K | – | 362 |
|
|
2019
Q2 | $244K | Buy |
+2,689
| New | +$240K | 0.02% | 313 |
|
|
2016
Q2 | – | Sell |
-3,259
| Closed | -$226K | – | 259 |
|
|
2016
Q1 | $226K | Buy |
+3,259
| New | +$215K | 0.07% | 168 |
|
|
2015
Q3 | – | Sell |
-2,869
| Closed | -$252K | – | 179 |
|
|
2015
Q2 | $252K | Buy |
2,869
+49
| +2% | +$4.12K | 0.11% | 154 |
|
|
2015
Q1 | $222K | Sell |
2,820
-1
| -0% | -$79 | 0.1% | 159 |
|
|
2014
Q4 | $233K | Buy |
2,821
+142
| +5% | +$11.6K | 0.16% | 133 |
|
|
2014
Q3 | $219K | Buy |
2,679
+132
| +5% | +$10.8K | 0.15% | 146 |
|
|
2014
Q2 | $210K | Buy |
+2,547
| New | +$198K | 0.16% | 145 |
|
Other funds holding COF
VCM
VPM
