Wealthspire Advisors (New York)’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 | $2.6M | Buy |
12,235
+5,302
| +76% | +$1.13M | 0.01% | 241 |
|
|
2025
Q1 | $1.24M | Sell |
6,933
-66
| -0.9% | -$11.8K | 0.01% | 344 |
|
|
2024
Q4 | $1.25M | Buy |
6,999
+1,938
| +38% | +$346K | 0.01% | 328 |
|
|
2024
Q3 | $758K | Sell |
5,061
-80
| -2% | -$12K | 0.01% | 420 |
|
|
2024
Q2 | $712K | Sell |
5,141
-38
| -0.7% | -$5.26K | 0.01% | 368 |
|
|
2024
Q1 | $771K | Buy |
5,179
+117
| +2% | +$17.4K | 0.01% | 351 |
|
|
2023
Q4 | $664K | Sell |
5,062
-7,337
| -59% | -$962K | 0.01% | 375 |
|
|
2023
Q3 | $1.2M | Sell |
12,399
-336
| -3% | -$32.6K | 0.02% | 254 |
|
|
2023
Q2 | $1.39M | Sell |
12,735
-58
| -0.5% | -$6.34K | 0.02% | 202 |
|
|
2023
Q1 | $1.23M | Buy |
12,793
+2,413
| +23% | +$232K | 0.02% | 215 |
|
|
2022
Q4 | $965K | Buy |
10,380
+6,560
| +172% | +$610K | 0.02% | 268 |
|
|
2022
Q3 | $352K | Buy |
3,820
+615
| +19% | +$56.7K | 0.01% | 388 |
|
|
2022
Q2 | $334K | Sell |
3,205
-6,783
| -68% | -$707K | 0.01% | 376 |
|
|
2022
Q1 | $1.31M | Buy |
9,988
+6,293
| +170% | +$826K | 0.03% | 164 |
|
|
2021
Q4 | $536K | Sell |
3,695
-89
| -2% | -$12.9K | 0.01% | 311 |
|
|
2021
Q3 | $613K | Buy |
3,784
+2,436
| +181% | +$395K | 0.01% | 317 |
|
|
2021
Q2 | $209K | Sell |
1,348
-4,841
| -78% | -$751K | 0.01% | 351 |
|
|
2021
Q1 | $787K | Buy |
6,189
+2,805
| +83% | +$357K | 0.02% | 304 |
|
|
2020
Q4 | $335K | Buy |
+3,384
| New | +$335K | 0.01% | 402 |
|
|
2019
Q1 | – | Sell |
-323
| Closed | -$24K | – | 200 |
|
|
2018
Q4 | $24K | Buy |
+323
| New | +$24K | ﹤0.01% | 300 |
|