TI
tru Independence’s Capital One COF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Buy |
3,202
+55
| +2% | +$11.7K | 0.2% | 70 |
|
|
2025
Q1 | $564K | Buy |
3,147
+38
| +1% | +$6.81K | 0.18% | 74 |
|
|
2024
Q4 | $554K | Buy |
3,109
+4
| +0.1% | +$713 | 0.17% | 72 |
|
|
2024
Q3 | $465K | Buy |
3,105
+14
| +0.5% | +$2.1K | 0.14% | 80 |
|
|
2024
Q2 | $428K | Buy |
3,091
+30
| +1% | +$4.15K | 0.13% | 80 |
|
|
2024
Q1 | $456K | Sell |
3,061
-6
| -0.2% | -$893 | 0.13% | 82 |
|
|
2023
Q4 | $402K | Buy |
3,067
+6
| +0.2% | +$787 | 0.12% | 87 |
|
|
2023
Q3 | $297K | Buy |
3,061
+6
| +0.2% | +$582 | 0.1% | 102 |
|
|
2023
Q2 | $334K | Buy |
3,055
+6
| +0.2% | +$656 | 0.11% | 98 |
|
|
2023
Q1 | $293K | Buy |
3,049
+6
| +0.2% | +$577 | 0.09% | 99 |
|
|
2022
Q4 | $283K | Buy |
3,043
+6
| +0.2% | +$558 | 0.09% | 96 |
|
|
2022
Q3 | $280K | Buy |
3,037
+5
| +0.2% | +$461 | 0.1% | 100 |
|
|
2022
Q2 | $316K | Buy |
+3,032
| New | +$316K | 0.1% | 104 |
|
|
2021
Q3 | – | Sell |
-1,011
| Closed | -$156K | – | 218 |
|
|
2021
Q2 | $156K | Buy |
+1,011
| New | +$156K | 0.05% | 98 |
|
|
2021
Q1 | – | Sell |
-24
| Closed | -$2 | – | 367 |
|
|
2020
Q4 | $2 | Buy |
+24
| New | +$2 | ﹤0.01% | 633 |
|
|
2020
Q3 | – | Sell |
-16,211
| Closed | -$1.02K | – | 424 |
|
|
2020
Q2 | $1.02K | Sell |
16,211
-301
| -2% | -$19 | 0.15% | 111 |
|
|
2020
Q1 | $833 | Hold |
16,512
| – | – | 0.14% | 109 |
|
|
2019
Q4 | $833K | Buy |
+16,512
| New | +$833K | 0.12% | 125 |
|