United Asset Strategies’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
$276K Sell
2025
Q2
$284K Buy
2025
Q1
$225K Sell
2024
Q4
$277K Hold
2024
Q3
$233K Sell
2024
Q2
$277K Hold
2024
Q1
$298K Hold
2023
Q4
$262K Buy
2023
Q3
Sell
2023
Q2
$219K Buy
2019
Q3
Sell
2019
Q2
$2.57M Buy
2019
Q1
$1.58M Buy
2018
Q4
$1.19M Buy
2018
Q3
$1.29M Buy
2016
Q1
Sell
2015
Q4
$3.26M Sell
2015
Q3
$4.3M Buy
2015
Q2
$3.89M Sell
2015
Q1
$3.6M Buy
2014
Q4
$3.26M Buy