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TFO Wealth Partners’s Capital One COF Stock Holding History

TFO Wealth 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
Q2 		– Sell
-1
Closed -$149 – 207
2024
Q1 		$149 Hold
1
– – ﹤0.01% 563
2023
Q4 		$131 Sell
1
-2
-67% -$216 ﹤0.01% 748
2023
Q3 		$328 Buy
3
+2
+200% +$214 ﹤0.01% 617
2023
Q2 		$109 Hold
1
– – ﹤0.01% 646
2023
Q1 		$96 Sell
1
-3
-75% -$314 ﹤0.01% 654
2022
Q4 		$83 Buy
+4
New +$393 ﹤0.01% 807
2022
Q3 		– Sell
-33
Closed -$3K – 206
2022
Q2 		$3K Buy
+33
New +$4.03K ﹤0.01% 257

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State Street
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Harris Associates
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Franklin Resources
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Capital World Investors
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Berkshire Hathaway
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DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return