Summit Financial’s Capital One COF Stock Holding History

Summit Financial’s Portfolio COF Stock Details COF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.68M	Buy
2025 Q2	$5.55M	Buy
2025 Q1	$726K	Sell
2024 Q4	$833K	Buy
2024 Q3	$623K	Sell
2024 Q2	$615K	Buy
2024 Q1	$227K	Buy