Sowell Financial Services’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 | $2.09M | Buy |
9,838
+5,595
| +132% | +$1.19M | 0.09% | 251 |
|
|
2025
Q1 | $761K | Buy |
+4,243
| New | +$761K | 0.03% | 474 |
|
|
2023
Q4 | – | Sell |
-10,621
| Closed | -$1.03M | – | 541 |
|
|
2023
Q3 | $1.03M | Buy |
+10,621
| New | +$1.03M | 0.06% | 306 |
|
|
2023
Q2 | – | Sell |
-2,946
| Closed | -$283K | – | 606 |
|
|
2023
Q1 | $283K | Buy |
+2,946
| New | +$283K | 0.02% | 578 |
|
|
2022
Q1 | – | Sell |
-11,507
| Closed | -$1.67M | – | 218 |
|
|
2021
Q4 | $1.67M | Buy |
+11,507
| New | +$1.67M | 0.1% | 237 |
|
|
2021
Q2 | – | Sell |
-8,127
| Closed | -$1.27M | – | 943 |
|
|
2021
Q1 | $1.27M | Buy |
8,127
+6,381
| +365% | +$998K | 0.04% | 350 |
|
|
2020
Q4 | $173K | Buy |
1,746
+1,077
| +161% | +$107K | 0.01% | 905 |
|
|
2020
Q3 | $48K | Buy |
669
+470
| +236% | +$33.7K | ﹤0.01% | 1221 |
|
|
2020
Q2 | $12K | Sell |
199
-246
| -55% | -$14.8K | ﹤0.01% | 1620 |
|
|
2020
Q1 | $22K | Sell |
445
-761
| -63% | -$37.6K | ﹤0.01% | 1353 |
|
|
2019
Q4 | $124K | Sell |
1,206
-43
| -3% | -$4.42K | 0.01% | 846 |
|
|
2019
Q3 | $114K | Buy |
+1,249
| New | +$114K | 0.01% | 787 |
|
|
2018
Q4 | – | Sell |
-2,497
| Closed | -$237K | – | 474 |
|
|
2018
Q3 | $237K | Sell |
2,497
-144
| -5% | -$13.7K | 0.03% | 302 |
|
|
2018
Q2 | $253K | Buy |
2,641
+184
| +7% | +$17.6K | 0.05% | 244 |
|
|
2018
Q1 | $219K | Buy |
+2,457
| New | +$219K | 0.05% | 245 |
|
|
2017
Q1 | – | Sell |
-7
| Closed | -$1K | – | 313 |
|
|
2016
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 607 |
|