Summit Financial’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
$5.55M Buy
26,077
+22,027
+544% +$4.69M 0.13% 148
2025
Q1
$726K Sell
4,050
-620
-13% -$111K 0.02% 435
2024
Q4
$833K Buy
4,670
+508
+12% +$90.6K 0.03% 353
2024
Q3
$623K Sell
4,162
-278
-6% -$41.6K 0.02% 337
2024
Q2
$615K Buy
4,440
+2,918
+192% +$404K 0.03% 296
2024
Q1
$227K Buy
+1,522
New +$227K 0.01% 354