Whelan Financial’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
$791K Buy
3,716
+1,156
+45% +$246K 0.29% 28
2025
Q1
$459K Buy
+2,560
New +$459K 0.18% 38