WFA of San Diego’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 | $32.3K | Buy |
+152
| New | +$32.3K | 0.02% | 241 |
|
|
2024
Q3 | $20.7K | Hold |
138
| – | – | 0.02% | 239 |
|
|
2024
Q2 | $19.1K | Buy |
+138
| New | +$19.1K | 0.02% | 248 |
|
|
2023
Q3 | $13.4K | Hold |
138
| – | – | 0.01% | 261 |
|
|
2023
Q2 | $15.1K | Buy |
+138
| New | +$15.1K | 0.01% | 257 |
|
|
2023
Q1 | – | Sell |
-138
| Closed | -$12.8K | – | 122 |
|
|
2022
Q4 | $12.8K | Buy |
+138
| New | +$12.8K | 0.01% | 333 |
|
|
2022
Q3 | – | Sell |
-138
| Closed | -$14K | – | 136 |
|
|
2022
Q2 | $14K | Buy |
+138
| New | +$14K | 0.01% | 248 |
|