Valley Wealth Managers’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 | – | Sell |
-85
| Closed | -$15.2K | – | 319 |
|
|
2025
Q1 | $15.2K | Hold |
85
| – | – | ﹤0.01% | 255 |
|
|
2024
Q4 | $15.2K | Hold |
85
| – | – | ﹤0.01% | 273 |
|
|
2024
Q3 | $12.7K | Buy |
+85
| New | +$12.7K | ﹤0.01% | 280 |
|
|
2019
Q4 | – | Sell |
-3,701
| Closed | -$337K | – | 190 |
|
|
2019
Q3 | $337K | Sell |
3,701
-1,554
| -30% | -$142K | 0.04% | 158 |
|
|
2019
Q2 | $477K | Sell |
5,255
-1,160
| -18% | -$105K | 0.05% | 147 |
|
|
2019
Q1 | $524K | Buy |
6,415
+2,408
| +60% | +$197K | 0.06% | 150 |
|
|
2018
Q4 | $303K | Buy |
+4,007
| New | +$303K | 0.04% | 138 |
|