SFP
COF icon

Sweet Financial Partners’s Capital One COF Stock Holding History

Sweet Financial Partners’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$603K Hold
4,030
– – 0.13% 117
2024
Q2 		$558K Hold
4,030
– – 0.13% 113
2024
Q1 		$600K Hold
4,030
– – 0.14% 111
2023
Q4 		$528K Hold
4,030
– – 0.13% 117
2023
Q3 		$391K Hold
4,030
– – 0.1% 125
2023
Q2 		$441K Hold
4,030
– – 0.11% 116
2023
Q1 		$388K Hold
4,030
– – 0.11% 117
2022
Q4 		$375K Buy
4,030
+1,500
+59% +$147K 0.11% 116
2022
Q3 		$233K Hold
2,530
– – 0.07% 147
2022
Q2 		$264K Sell
2,530
-12
-0.5% -$1.47K 0.08% 138
2022
Q1 		$334K Buy
2,542
+42
+2% +$6.12K 0.09% 123
2021
Q4 		$363K Buy
+2,500
New +$386K 0.15% 94

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