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