Sonen Capital’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,800
| Closed | -$446K | – | 96 |
|
|
2022
Q4 | $446K | Hold |
4,800
| – | – | 0.73% | 59 |
|
|
2022
Q3 | $442K | Hold |
4,800
| – | – | 0.72% | 62 |
|
|
2022
Q2 | $500K | Hold |
4,800
| – | – | 0.72% | 54 |
|
|
2022
Q1 | $630K | Hold |
4,800
| – | – | 0.76% | 51 |
|
|
2021
Q4 | $696K | Buy |
+4,800
| New | +$696K | 0.67% | 50 |
|