SVWAG
Sound View Wealth Advisors Group’s Capital One COF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Buy |
2,959
+1,022
| +53% | +$217K | 0.05% | 244 |
|
|
2025
Q1 | $347K | Buy |
1,937
+10
| +0.5% | +$1.79K | 0.03% | 312 |
|
|
2024
Q4 | $344K | Hold |
1,927
| – | – | 0.03% | 319 |
|
|
2024
Q3 | $289K | Buy |
1,927
+82
| +4% | +$12.3K | 0.02% | 337 |
|
|
2024
Q2 | $255K | Hold |
1,845
| – | – | 0.03% | 325 |
|
|
2024
Q1 | $275K | Sell |
1,845
-82
| -4% | -$12.2K | 0.03% | 318 |
|
|
2023
Q4 | $253K | Buy |
+1,927
| New | +$253K | 0.03% | 333 |
|
|
2023
Q1 | – | Sell |
-1,927
| Closed | -$253K | – | 374 |
|
|
2022
Q4 | $253K | Sell |
1,927
-573
| -23% | -$75.1K | 0.03% | 333 |
|
|
2022
Q3 | $230K | Buy |
2,500
+34
| +1% | +$3.13K | 0.05% | 245 |
|
|
2022
Q2 | $257K | Buy |
+2,466
| New | +$257K | 0.05% | 237 |
|
|
2022
Q1 | – | Sell |
-1,408
| Closed | -$204K | – | 291 |
|
|
2021
Q4 | $204K | Buy |
1,408
+9
| +0.6% | +$1.3K | 0.04% | 282 |
|
|
2021
Q3 | $227K | Buy |
1,399
+70
| +5% | +$11.4K | 0.05% | 269 |
|
|
2021
Q2 | $206K | Buy |
+1,329
| New | +$206K | 0.04% | 273 |
|