Smith Salley Wealth Management’s Capital One COF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12,048	Closed	-$1.58M	–	228
2023 Q4	$1.58M	Buy	+12,048	New	+$1.58M	0.1%	118
2013 Q3	–	Sell	-4,230	Closed	-$266K	–	90
2013 Q2	$266K	Buy	+4,230	New	+$266K	0.21%	75