Valmark Advisers’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 | $602K | Buy |
+2,831
| New | +$602K | 0.01% | 414 |
|
|
2025
Q1 | – | Sell |
-1,179
| Closed | -$210K | – | 606 |
|
|
2024
Q4 | $210K | Buy |
+1,179
| New | +$210K | ﹤0.01% | 577 |
|
|
2024
Q1 | – | Sell |
-1,536
| Closed | -$201K | – | 539 |
|
|
2023
Q4 | $201K | Buy |
+1,536
| New | +$201K | ﹤0.01% | 491 |
|