XWM
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Xcel Wealth Management’s Capital One COF Stock Holding History

Xcel Wealth Management’s Portfolio COF Stock Details COF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.28M Buy
43,614
+20,174
+86% +$4.29M 2.64% 10
2025
Q1 		$4.2M Buy
+23,440
New +$4.2M 1.31% 21
2021
Q3 		– Sell
-1,400
Closed -$217K – 137
2021
Q2 		$217K Buy
+1,400
New +$217K 0.07% 136