Sullivan, Bruyette, Speros & Blaney’s Capital One COF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$122K Buy
2020
Q4
Sell
2020
Q3
$185K Buy
2020
Q1
Sell
2019
Q4
$119K Sell
2019
Q3
$108K Buy
2018
Q4
Sell
2018
Q3
$237K Hold
2018
Q2
$229K Hold
2018
Q1
$239K Hold
2017
Q4
$248K Sell
2017
Q3
$222K Buy
2017
Q2
Sell
2017
Q1
$219K Sell
2016
Q4
$244K Buy