Univest Financial’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
$501K Buy
2,356
+1,051
+81% +$224K 0.03% 188
2025
Q1
$234K Sell
1,305
-302
-19% -$54.1K 0.02% 249
2024
Q4
$287K Hold
1,607
0.02% 243
2024
Q3
$241K Buy
+1,607
New +$241K 0.02% 255