Spire Wealth Management’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 | $1.28M | Sell |
6,003
-571
| -9% | -$121K | 0.05% | 319 |
|
2025
Q1 | $1.18M | Buy |
6,574
+965
| +17% | +$173K | 0.04% | 373 |
|
2024
Q4 | $1M | Buy |
5,609
+717
| +15% | +$128K | 0.03% | 392 |
|
2024
Q3 | $732K | Buy |
4,892
+355
| +8% | +$53.2K | 0.02% | 440 |
|
2024
Q2 | $628K | Sell |
4,537
-1,422
| -24% | -$197K | 0.02% | 435 |
|
2024
Q1 | $887K | Buy |
5,959
+27
| +0.5% | +$4.02K | 0.02% | 397 |
|
2023
Q4 | $759K | Sell |
5,932
-256
| -4% | -$32.8K | 0.03% | 423 |
|
2023
Q3 | $601K | Sell |
6,188
-479
| -7% | -$46.5K | 0.02% | 441 |
|
2023
Q2 | $729K | Buy |
6,667
+1,072
| +19% | +$117K | 0.03% | 410 |
|
2023
Q1 | $538K | Buy |
5,595
+1,266
| +29% | +$122K | 0.02% | 473 |
|
2022
Q4 | $402K | Buy |
4,329
+405
| +10% | +$37.6K | 0.02% | 397 |
|
2022
Q3 | $362K | Sell |
3,924
-817
| -17% | -$75.4K | 0.02% | 400 |
|
2022
Q2 | $494K | Sell |
4,741
-646
| -12% | -$67.3K | 0.02% | 477 |
|
2022
Q1 | $707K | Sell |
5,387
-3,127
| -37% | -$410K | 0.02% | 473 |
|
2021
Q4 | $1.24M | Buy |
8,514
+3,750
| +79% | +$544K | 0.03% | 412 |
|
2021
Q3 | $772K | Buy |
4,764
+64
| +1% | +$10.4K | 0.02% | 471 |
|
2021
Q2 | $727K | Sell |
4,700
-2,867
| -38% | -$443K | 0.02% | 505 |
|
2021
Q1 | $972K | Buy |
+7,567
| New | +$972K | 0.03% | 450 |
|