Wealth Advisors of Tampa Bay’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
$2.06M Sell
9,663
-300
-3% -$63.8K 0.78% 47
2025
Q1
$1.79M Sell
9,963
-85
-0.8% -$15.2K 0.73% 47
2024
Q4
$1.79M Sell
10,048
-265
-3% -$47.3K 0.77% 43
2024
Q3
$1.54M Sell
10,313
-35
-0.3% -$5.24K 0.64% 51
2024
Q2
$1.43M Buy
10,348
+85
+0.8% +$11.8K 0.67% 49
2024
Q1
$1.53M Sell
10,263
-3,520
-26% -$524K 0.73% 50
2023
Q4
$1.81M Sell
13,783
-14,327
-51% -$1.88M 0.91% 45
2023
Q3
$2.73M Buy
28,110
+14,055
+100% +$1.36M 0.75% 47
2023
Q2
$1.54M Buy
14,055
+455
+3% +$49.8K 0.84% 44
2023
Q1
$1.31M Buy
13,600
+450
+3% +$43.3K 0.75% 46
2022
Q4
$1.22M Buy
13,150
+1,285
+11% +$119K 0.76% 47
2022
Q3
$1.09M Sell
11,865
-10,035
-46% -$925K 0.75% 47
2022
Q2
$2.28M Buy
21,900
+12,300
+128% +$1.28M 0.7% 47
2022
Q1
$1.26M Buy
+9,600
New +$1.26M 0.34% 62