Sound View Wealth Advisors Group’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
Q2
$630K Buy
2025
Q1
$347K Buy
2024
Q4
$344K Hold
2024
Q3
$289K Buy
2024
Q2
$255K Hold
2024
Q1
$275K Sell
2023
Q4
$253K Buy
2023
Q1
Sell
2022
Q4
$253K Sell
2022
Q3
$230K Buy
2022
Q2
$257K Buy
2022
Q1
Sell
2021
Q4
$204K Buy
2021
Q3
$227K Buy
2021
Q2
$206K Buy