Wealthspire Advisors (New York)’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
Q3 | $2.92M | Buy |
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|
2025
Q2 | $2.6M | Buy |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $758K | Sell |
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|
2024
Q2 | $712K | Sell |
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|
2024
Q1 | $771K | Buy |
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|
2023
Q4 | $664K | Sell |
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|
2023
Q3 | $1.2M | Sell |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.23M | Buy |
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|
2022
Q4 | $965K | Buy |
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|
2022
Q3 | $352K | Buy |
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|
2022
Q2 | $334K | Sell |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $536K | Sell |
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|
2021
Q3 | $613K | Buy |
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|
2021
Q2 | $209K | Sell |
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|
2021
Q1 | $787K | Buy |
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|
2020
Q4 | $335K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $24K | Buy |
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