Sweet Financial Partners’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | 114 |
|
|
2023
Q1 | $388K | Hold |
4,030
| – | – | 0.11% | 117 |
|
|
2022
Q4 | $375K | Buy |
4,030
+1,500
| +59% | +$139K | 0.11% | 116 |
|
|
2022
Q3 | $233K | Hold |
2,530
| – | – | 0.07% | 147 |
|
|
2022
Q2 | $264K | Sell |
2,530
-12
| -0.5% | -$1.25K | 0.08% | 138 |
|
|
2022
Q1 | $334K | Buy |
2,542
+42
| +2% | +$5.52K | 0.09% | 123 |
|
|
2021
Q4 | $363K | Buy |
+2,500
| New | +$363K | 0.15% | 94 |
|