SOA Wealth Advisors’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 | $62.9K | Buy |
296
+206
| +229% | +$43.8K | 0.01% | 330 |
|
|
2025
Q1 | $16.2K | Hold |
90
| – | – | ﹤0.01% | 505 |
|
|
2024
Q4 | $16.1K | Hold |
90
| – | – | ﹤0.01% | 488 |
|
|
2024
Q3 | $13.5K | Hold |
90
| – | – | ﹤0.01% | 501 |
|
|
2024
Q2 | $12.5K | Sell |
90
-2
| -2% | -$278 | ﹤0.01% | 507 |
|
|
2024
Q1 | $13.7K | Hold |
92
| – | – | ﹤0.01% | 497 |
|
|
2023
Q4 | $12.1K | Hold |
92
| – | – | ﹤0.01% | 498 |
|
|
2023
Q3 | $8.95K | Hold |
92
| – | – | ﹤0.01% | 543 |
|
|
2023
Q2 | $10.1K | Hold |
92
| – | – | ﹤0.01% | 529 |
|
|
2023
Q1 | $8.86K | Hold |
92
| – | – | ﹤0.01% | 539 |
|
|
2022
Q4 | $8.56K | Sell |
92
-4
| -4% | -$372 | ﹤0.01% | 542 |
|
|
2022
Q3 | $8K | Sell |
96
-17
| -15% | -$1.42K | ﹤0.01% | 530 |
|
|
2022
Q2 | $11K | Sell |
113
-177
| -61% | -$17.2K | ﹤0.01% | 479 |
|
|
2022
Q1 | $38K | Hold |
290
| – | – | 0.01% | 345 |
|
|
2021
Q4 | $42K | Sell |
290
-281
| -49% | -$40.7K | 0.01% | 318 |
|
|
2021
Q3 | $92K | Buy |
571
+316
| +124% | +$50.9K | 0.02% | 228 |
|
|
2021
Q2 | $39K | Buy |
255
+57
| +29% | +$8.72K | 0.01% | 341 |
|
|
2021
Q1 | $25K | Sell |
198
-19
| -9% | -$2.4K | 0.01% | 359 |
|
|
2020
Q4 | $25K | Buy |
+217
| New | +$25K | 0.01% | 358 |
|