Waverly Advisors’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $504K | Buy |
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|
2024
Q4 | $347K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $296K | Hold |
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|
2018
Q2 | $287K | Hold |
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|
2018
Q1 | $299K | Sell |
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|
2017
Q4 | $325K | Hold |
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|
2017
Q3 | $276K | Hold |
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|
2017
Q2 | $269K | Hold |
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|
2017
Q1 | $282K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $17K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $7K | Hold |
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|
2013
Q3 | $6K | Buy |
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