United Capital Financial Advisors’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 | $7.27M | Buy |
34,179
+18,823
| +123% | +$4M | 0.06% | 240 |
|
|
2025
Q1 | $2.75M | Buy |
15,356
+2,290
| +18% | +$411K | 0.02% | 364 |
|
|
2024
Q4 | $2.33M | Sell |
13,066
-414
| -3% | -$73.8K | 0.02% | 386 |
|
|
2024
Q3 | $2.02M | Sell |
13,480
-410
| -3% | -$61.4K | 0.02% | 413 |
|
|
2024
Q2 | $1.92M | Sell |
13,890
-6,238
| -31% | -$864K | 0.02% | 413 |
|
|
2024
Q1 | $3M | Sell |
20,128
-4,742
| -19% | -$706K | 0.02% | 350 |
|
|
2023
Q4 | $3.26M | Sell |
24,870
-54,229
| -69% | -$7.11M | 0.03% | 344 |
|
|
2023
Q3 | $7.68M | Sell |
79,099
-3,380
| -4% | -$328K | 0.05% | 253 |
|
|
2023
Q2 | $9.02M | Sell |
82,479
-389
| -0.5% | -$42.5K | 0.05% | 251 |
|
|
2023
Q1 | $7.97M | Sell |
82,868
-7,054
| -8% | -$678K | 0.04% | 270 |
|
|
2022
Q4 | $8.36M | Sell |
89,922
-19,535
| -18% | -$1.82M | 0.05% | 266 |
|
|
2022
Q3 | $10.1M | Sell |
109,457
-3,805
| -3% | -$351K | 0.06% | 239 |
|
|
2022
Q2 | $11.8M | Buy |
113,262
+6,614
| +6% | +$689K | 0.06% | 239 |
|
|
2022
Q1 | $14M | Buy |
106,648
+5,198
| +5% | +$682K | 0.07% | 232 |
|
|
2021
Q4 | $14.7M | Buy |
101,450
+2,766
| +3% | +$401K | 0.07% | 235 |
|
|
2021
Q3 | $16M | Buy |
98,684
+7,808
| +9% | +$1.26M | 0.08% | 214 |
|
|
2021
Q2 | $14.1M | Buy |
90,876
+7,131
| +9% | +$1.1M | 0.07% | 237 |
|
|
2021
Q1 | $10.7M | Sell |
83,745
-616
| -0.7% | -$78.4K | 0.06% | 251 |
|
|
2020
Q4 | $8.34M | Sell |
84,361
-3,546
| -4% | -$351K | 0.05% | 274 |
|
|
2020
Q3 | $6.32M | Buy |
87,907
+73
| +0.1% | +$5.25K | 0.04% | 305 |
|
|
2020
Q2 | $5.5M | Sell |
87,834
-68,845
| -44% | -$4.31M | 0.04% | 335 |
|
|
2020
Q1 | $7.9M | Sell |
156,679
-11,134
| -7% | -$561K | 0.07% | 267 |
|
|
2019
Q4 | $17.3M | Buy |
167,813
+3,676
| +2% | +$378K | 0.11% | 225 |
|
|
2019
Q3 | $14.9M | Sell |
164,137
-9,530
| -5% | -$867K | 0.1% | 232 |
|
|
2019
Q2 | $15.8M | Sell |
173,667
-5,319
| -3% | -$483K | 0.1% | 216 |
|
|
2019
Q1 | $14.6M | Sell |
178,986
-241
| -0.1% | -$19.7K | 0.1% | 223 |
|
|
2018
Q4 | $13.5M | Sell |
179,227
-3,370
| -2% | -$255K | 0.11% | 200 |
|
|
2018
Q3 | $17.3M | Sell |
182,597
-98,756
| -35% | -$9.37M | 0.12% | 185 |
|
|
2018
Q2 | $25.9M | Sell |
281,353
-493
| -0.2% | -$45.3K | 0.19% | 119 |
|
|
2018
Q1 | $27M | Buy |
281,846
+8,209
| +3% | +$787K | 0.21% | 115 |
|
|
2017
Q4 | $27.4M | Sell |
273,637
-1,644
| -0.6% | -$165K | 0.22% | 108 |
|
|
2017
Q3 | $23.3M | Buy |
275,281
+2,807
| +1% | +$238K | 0.2% | 115 |
|
|
2017
Q2 | $22.5M | Sell |
272,474
-78,715
| -22% | -$6.5M | 0.2% | 115 |
|
|
2017
Q1 | $30.4M | Sell |
351,189
-5,076
| -1% | -$440K | 0.28% | 79 |
|
|
2016
Q4 | $31.1M | Sell |
356,265
-3,757
| -1% | -$328K | 0.3% | 71 |
|
|
2016
Q3 | $25.9M | Sell |
360,022
-3,782
| -1% | -$272K | 0.25% | 88 |
|
|
2016
Q2 | $23.3M | Buy |
363,804
+2,464
| +0.7% | +$158K | 0.24% | 88 |
|
|
2016
Q1 | $25M | Buy |
361,340
+17,372
| +5% | +$1.2M | 0.28% | 74 |
|
|
2015
Q4 | $24.8M | Buy |
343,968
+6,617
| +2% | +$478K | 0.29% | 66 |
|
|
2015
Q3 | $24.5M | Buy |
337,351
+1,893
| +0.6% | +$137K | 0.29% | 67 |
|
|
2015
Q2 | $29.5M | Sell |
335,458
-2,517
| -0.7% | -$221K | 0.34% | 64 |
|
|
2015
Q1 | $27.3M | Buy |
337,975
+41,324
| +14% | +$3.34M | 0.33% | 75 |
|
|
2014
Q4 | $24.5M | Buy |
296,651
+14,054
| +5% | +$1.16M | 0.37% | 69 |
|
|
2014
Q3 | $23.1M | Buy |
282,597
+57,960
| +26% | +$4.73M | 0.4% | 64 |
|
|
2014
Q2 | $18.6M | Buy |
224,637
+3,565
| +2% | +$294K | 0.34% | 74 |
|
|
2014
Q1 | $17.1M | Buy |
221,072
+5,248
| +2% | +$405K | 0.36% | 60 |
|
|
2013
Q4 | $16.5M | Sell |
215,824
-2,817
| -1% | -$216K | 0.56% | 40 |
|
|
2013
Q3 | $15M | Sell |
218,641
-235
| -0.1% | -$16.2K | 0.48% | 49 |
|
|
2013
Q2 | $13.7M | Buy |
+218,876
| New | +$13.7M | 0.37% | 70 |
|