SOA Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $72.3K | Buy |
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|
2025
Q2 | $62.9K | Buy |
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|
2025
Q1 | $16.2K | Hold |
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|
2024
Q4 | $16.1K | Hold |
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|
2024
Q3 | $13.5K | Hold |
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|
2024
Q2 | $12.5K | Sell |
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|
2024
Q1 | $13.7K | Hold |
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|
2023
Q4 | $12.1K | Hold |
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|
2023
Q3 | $8.95K | Hold |
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|
2023
Q2 | $10.1K | Hold |
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|
2023
Q1 | $8.86K | Hold |
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|
2022
Q4 | $8.56K | Sell |
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|
2022
Q3 | $8K | Sell |
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|
2022
Q2 | $11K | Sell |
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|
2022
Q1 | $38K | Hold |
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|
2021
Q4 | $42K | Sell |
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|
2021
Q3 | $92K | Buy |
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|
2021
Q2 | $39K | Buy |
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|
2021
Q1 | $25K | Sell |
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|
2020
Q4 | $25K | Buy |
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