Wealth Alliance’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 | $493K | Buy |
2,318
+643
| +38% | +$137K | 0.06% | 292 |
|
2025
Q1 | $300K | Buy |
1,675
+173
| +12% | +$31K | 0.04% | 391 |
|
2024
Q4 | $268K | Buy |
1,502
+32
| +2% | +$5.71K | 0.03% | 414 |
|
2024
Q3 | $220K | Buy |
+1,470
| New | +$220K | 0.03% | 483 |
|
2024
Q2 | – | Sell |
-1,543
| Closed | -$230K | – | 521 |
|
2024
Q1 | $230K | Buy |
+1,543
| New | +$230K | 0.03% | 460 |
|
2022
Q2 | – | Sell |
-1,803
| Closed | -$237K | – | 453 |
|
2022
Q1 | $237K | Sell |
1,803
-66
| -4% | -$8.68K | 0.05% | 385 |
|
2021
Q4 | $271K | Buy |
1,869
+211
| +13% | +$30.6K | 0.05% | 352 |
|
2021
Q3 | $268K | Buy |
+1,658
| New | +$268K | 0.06% | 339 |
|