Total Clarity Wealth Management’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 | $223K | Buy |
+1,047
| New | +$223K | 0.06% | 255 |
|
2022
Q3 | – | Sell |
-1,800
| Closed | -$188K | – | 349 |
|
2022
Q2 | $188K | Buy |
1,800
+200
| +13% | +$20.9K | 0.1% | 213 |
|
2022
Q1 | $210K | Hold |
1,600
| – | – | 0.12% | 209 |
|
2021
Q4 | $232K | Sell |
1,600
-75
| -4% | -$10.9K | 0.11% | 193 |
|
2021
Q3 | $271K | Buy |
1,675
+75
| +5% | +$12.1K | 0.13% | 173 |
|
2021
Q2 | $248K | Hold |
1,600
| – | – | 0.14% | 183 |
|
2021
Q1 | $204K | Buy |
+1,600
| New | +$204K | 0.12% | 174 |
|
2020
Q1 | – | Sell |
-3,250
| Closed | -$334K | – | 182 |
|
2019
Q4 | $334K | Buy |
+3,250
| New | +$334K | 0.25% | 86 |
|