Winthrop Advisory Group’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
$314K Buy
+1,475
New +$314K 0.03% 132
2022
Q2
Sell
-1,573
Closed -$207K 128
2022
Q1
$207K Buy
+1,573
New +$207K 0.04% 129
2021
Q4
Sell
-1,293
Closed -$209K 144
2021
Q3
$209K Hold
1,293
0.05% 130
2021
Q2
$200K Buy
+1,293
New +$200K 0.05% 130