WFA of San Diego’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
Q4 | $36.8K | Hold |
|
|||||
|
2025
Q3 | $32.3K | Hold |
|
|||||
|
2025
Q2 | $32.3K | Buy |
|
|||||
|
2024
Q3 | $20.7K | Hold |
|
|||||
|
2024
Q2 | $19.1K | Buy |
|
|||||
|
2023
Q3 | $13.4K | Hold |
|
|||||
|
2023
Q2 | $15.1K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $12.8K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $14K | Buy |
|