Valued Wealth 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 | $38K | Buy |
179
+98
| +121% | +$20.8K | 0.02% | 106 |
|
2025
Q1 | $14.6K | Buy |
81
+7
| +9% | +$1.26K | 0.01% | 184 |
|
2024
Q4 | $13.2K | Sell |
74
-25
| -25% | -$4.46K | 0.01% | 194 |
|
2024
Q3 | $14.8K | Sell |
99
-4
| -4% | -$599 | 0.01% | 177 |
|
2024
Q2 | $14.3K | Buy |
103
+19
| +23% | +$2.63K | 0.01% | 160 |
|
2024
Q1 | $12.5K | Buy |
84
+53
| +171% | +$7.89K | 0.01% | 163 |
|
2023
Q4 | $3.01K | Buy |
+31
| New | +$3.01K | ﹤0.01% | 259 |
|