Walkner Condon 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 | $324K | Buy |
1,523
+216
| +17% | +$46K | 0.06% | 207 |
|
|
2025
Q1 | $234K | Buy |
1,307
+115
| +10% | +$20.6K | 0.05% | 240 |
|
|
2024
Q4 | $213K | Buy |
+1,192
| New | +$213K | 0.04% | 261 |
|
|
2024
Q3 | – | Sell |
-1,590
| Closed | -$220K | – | 267 |
|
|
2024
Q2 | $220K | Sell |
1,590
-325
| -17% | -$45K | 0.05% | 240 |
|
|
2024
Q1 | $285K | Buy |
1,915
+28
| +1% | +$4.17K | 0.06% | 218 |
|
|
2023
Q4 | $247K | Buy |
+1,887
| New | +$247K | 0.06% | 231 |
|
|
2023
Q3 | – | Sell |
-1,870
| Closed | -$205K | – | 245 |
|
|
2023
Q2 | $205K | Buy |
+1,870
| New | +$205K | 0.05% | 233 |
|