SimplyRich’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Buy |
3,375
+436
| +15% | +$92.8K | 0.2% | 100 |
|
|
2025
Q1 | $526K | Hold |
2,939
| – | – | 0.15% | 131 |
|
|
2024
Q4 | $524K | Hold |
2,939
| – | – | 0.15% | 125 |
|
|
2024
Q3 | $440K | Hold |
2,939
| – | – | 0.12% | 141 |
|
|
2024
Q2 | $406K | Hold |
2,939
| – | – | 0.13% | 123 |
|
|
2024
Q1 | $438K | Hold |
2,939
| – | – | 0.14% | 121 |
|
|
2023
Q4 | $385K | Hold |
2,939
| – | – | 0.13% | 126 |
|
|
2023
Q3 | $285K | Hold |
2,939
| – | – | 0.14% | 120 |
|
|
2023
Q2 | $321K | Hold |
2,939
| – | – | 0.11% | 141 |
|
|
2023
Q1 | $282K | Hold |
2,939
| – | – | 0.11% | 147 |
|
|
2022
Q4 | $273K | Hold |
2,939
| – | – | 0.11% | 148 |
|
|
2022
Q3 | $270K | Hold |
2,939
| – | – | 0.12% | 134 |
|
|
2022
Q2 | $306K | Hold |
2,939
| – | – | 0.13% | 128 |
|
|
2022
Q1 | $385K | Hold |
2,939
| – | – | 0.13% | 127 |
|
|
2021
Q4 | $426K | Hold |
2,939
| – | – | 0.14% | 122 |
|
|
2021
Q3 | $476K | Hold |
2,939
| – | – | 0.17% | 113 |
|
|
2021
Q2 | $454K | Hold |
2,939
| – | – | 0.21% | 104 |
|
|
2021
Q1 | $374K | Hold |
2,939
| – | – | 0.15% | 122 |
|
|
2020
Q4 | $291K | Hold |
2,939
| – | – | 0.13% | 126 |
|
|
2020
Q3 | $211K | Buy |
+2,939
| New | +$211K | 0.11% | 137 |
|
|
2020
Q1 | – | Sell |
-8,839
| Closed | -$907K | – | 128 |
|
|
2019
Q4 | $907K | Hold |
8,839
| – | – | 0.46% | 58 |
|
|
2019
Q3 | $807K | Hold |
8,839
| – | – | 0.44% | 65 |
|
|
2019
Q2 | $802K | Buy |
+8,839
| New | +$802K | 0.44% | 64 |
|
|
2018
Q4 | – | Sell |
-8,839
| Closed | -$839K | – | 92 |
|
|
2018
Q3 | $839K | Hold |
8,839
| – | – | 0.46% | 67 |
|
|
2018
Q2 | $812K | Hold |
8,839
| – | – | 0.47% | 68 |
|
|
2018
Q1 | $847K | Hold |
8,839
| – | – | 0.47% | 67 |
|
|
2017
Q4 | $880K | Buy |
+8,839
| New | +$880K | 0.49% | 70 |
|