Summit Trail Advisors’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.68M | Buy |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $748K | Buy |
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|
2024
Q3 | $388K | Sell |
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|
2024
Q2 | $430K | Sell |
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|
2024
Q1 | $642K | Buy |
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|
2023
Q4 | $372K | Buy |
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|
2023
Q3 | $274K | Buy |
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|
2023
Q2 | $284K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $101K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $207K | Buy |
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|
2017
Q4 | $227K | Buy |
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