Sweet Financial Partners’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $603K | Hold |
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|
2024
Q2 | $558K | Hold |
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|
2024
Q1 | $600K | Hold |
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|
2023
Q4 | $528K | Hold |
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|
2023
Q3 | $391K | Hold |
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|
2023
Q2 | $441K | Hold |
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|
2023
Q1 | $388K | Hold |
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|
2022
Q4 | $375K | Buy |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $264K | Sell |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | $363K | Buy |
|