Synergy Financial Group’s Capital One COF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$405K	Buy	1,902 +35	+2%	+$7.45K	0.3%	62
2025 Q1	$335K	Hold	1,867	–	–	0.3%	67
2024 Q4	$333K	Buy	+1,867	New	+$333K	0.28%	68