TruWealth Advisors’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $863K | Buy |
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|
2025
Q2 | $460K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $238K | Sell |
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|
2024
Q2 | $275K | Buy |
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|
2024
Q1 | $277K | Hold |
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|
2023
Q4 | $244K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $262K | Buy |
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|
2023
Q1 | $223K | Buy |
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|
2022
Q4 | $214K | Hold |
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|
2022
Q3 | $212K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $249K | Buy |
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|
2021
Q4 | $263K | Hold |
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|
2021
Q3 | $293K | Hold |
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|
2021
Q2 | $280K | Buy |
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|
2021
Q1 | $229K | Buy |
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