Westside Investment Management’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 | $141K | Buy |
659
+259
| +65% | +$55.4K | 0.03% | 295 |
|
2025
Q1 | $71.7K | Hold |
400
| – | – | 0.02% | 354 |
|
2024
Q4 | $71.3K | Hold |
400
| – | – | 0.02% | 355 |
|
2024
Q3 | $59.9K | Hold |
400
| – | – | 0.01% | 376 |
|
2024
Q2 | $55.4K | Hold |
400
| – | – | 0.01% | 372 |
|
2024
Q1 | $59.6K | Hold |
400
| – | – | 0.01% | 355 |
|
2023
Q4 | $52.4K | Hold |
400
| – | – | 0.01% | 354 |
|
2023
Q3 | $38.8K | Hold |
400
| – | – | 0.01% | 383 |
|
2023
Q2 | $43.7K | Hold |
400
| – | – | 0.01% | 372 |
|
2023
Q1 | $38.5K | Hold |
400
| – | – | 0.01% | 391 |
|
2022
Q4 | $37 | Hold |
400
| – | – | ﹤0.01% | 443 |
|
2022
Q3 | $36 | Hold |
400
| – | – | ﹤0.01% | 440 |
|
2022
Q2 | $41 | Hold |
400
| – | – | ﹤0.01% | 421 |
|
2022
Q1 | $52 | Hold |
400
| – | – | ﹤0.01% | 413 |
|
2021
Q4 | $58 | Hold |
400
| – | – | ﹤0.01% | 389 |
|
2021
Q3 | $64 | Hold |
400
| – | – | ﹤0.01% | 371 |
|
2021
Q2 | $61 | Hold |
400
| – | – | ﹤0.01% | 367 |
|
2021
Q1 | $50 | Hold |
400
| – | – | ﹤0.01% | 370 |
|
2020
Q4 | $39 | Hold |
400
| – | – | ﹤0.01% | 366 |
|
2020
Q3 | $28 | Hold |
400
| – | – | ﹤0.01% | 387 |
|
2020
Q2 | $25 | Sell |
400
-400
| -50% | -$25 | ﹤0.01% | 379 |
|
2020
Q1 | $40 | Buy |
+800
| New | +$40 | ﹤0.01% | 344 |
|
2019
Q2 | $72 | Buy |
+800
| New | +$72 | ﹤0.01% | 281 |
|
2018
Q4 | $75.6K | Sell |
1,000
-925
| -48% | -$69.9K | 0.03% | 244 |
|
2018
Q3 | $183K | Buy |
1,925
+8
| +0.4% | +$760 | 0.06% | 155 |
|
2018
Q2 | $180K | Sell |
1,917
-5
| -0.3% | -$469 | 0.06% | 168 |
|
2018
Q1 | $180K | Buy |
1,922
+90
| +5% | +$8.44K | 0.1% | 159 |
|
2017
Q4 | $185K | Sell |
1,832
-17
| -0.9% | -$1.71K | 0.1% | 158 |
|
2017
Q3 | $161K | Buy |
1,849
+104
| +6% | +$9.08K | 0.1% | 155 |
|
2017
Q2 | $143K | Buy |
1,745
+566
| +48% | +$46.4K | 0.09% | 161 |
|
2017
Q1 | $99.2K | Buy |
1,179
+300
| +34% | +$25.2K | 0.05% | 193 |
|
2016
Q4 | $78.4K | Buy |
+879
| New | +$78.4K | 0.05% | 156 |
|