SVB Wealth’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 | $1.41M | Sell |
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|
2025
Q1 | $1.49M | Sell |
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|
2024
Q4 | $1.81M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.59M | Sell |
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|
2024
Q1 | $1.87M | Sell |
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|
2023
Q4 | $1.7M | Sell |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.48M | Buy |
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|
2022
Q4 | $1.36M | Sell |
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|
2022
Q3 | $1.42M | Buy |
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|
2022
Q2 | $1.42M | Buy |
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|
2022
Q1 | $1.68M | Sell |
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|
2021
Q4 | $2.06M | Sell |
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|
2021
Q3 | $3.21M | Buy |
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|
2021
Q2 | $2.79M | Buy |
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|
2021
Q1 | $2.25M | Sell |
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|
2020
Q4 | $1.84M | Buy |
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|
2020
Q3 | $1.26M | Buy |
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|
2020
Q2 | $1.05M | Buy |
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|
2020
Q1 | $641K | Buy |
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|
2019
Q4 | $1.2M | Buy |
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|
2019
Q3 | $805K | Sell |
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|
2019
Q2 | $928K | Sell |
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|
2019
Q1 | $1.46M | Sell |
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|
2018
Q4 | $1.63M | Sell |
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|
2018
Q3 | $2.2M | Sell |
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|
2018
Q2 | $2.26M | Sell |
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|
2018
Q1 | $5.73M | Sell |
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|
2017
Q4 | $23.5M | Sell |
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|
2017
Q3 | $20M | Buy |
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|
2017
Q2 | $19.2M | Sell |
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|
2017
Q1 | $21.2M | Buy |
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|
2016
Q4 | $21.4M | Buy |
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|
2016
Q3 | $16.8M | Buy |
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|
2016
Q2 | $14.1M | Buy |
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|
2016
Q1 | $15.1M | Buy |
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|
2015
Q4 | $14.2M | Buy |
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|
2015
Q3 | $9.95M | Sell |
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|
2015
Q2 | $12.3M | Buy |
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|
2015
Q1 | $10.8M | Buy |
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|
2014
Q4 | $10.2M | Buy |
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