YHB Investment Advisors’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 | $3.58M | Buy |
16,829
+1,320
| +9% | +$281K | 0.28% | 87 |
|
|
2025
Q1 | $2.78M | Sell |
15,509
-77
| -0.5% | -$13.8K | 0.23% | 99 |
|
|
2024
Q4 | $2.78M | Sell |
15,586
-171
| -1% | -$30.5K | 0.23% | 97 |
|
|
2024
Q3 | $2.36M | Hold |
15,757
| – | – | 0.2% | 103 |
|
|
2024
Q2 | $2.18M | Hold |
15,757
| – | – | 0.19% | 111 |
|
|
2024
Q1 | $2.35M | Sell |
15,757
-1,321
| -8% | -$197K | 0.21% | 104 |
|
|
2023
Q4 | $2.24M | Sell |
17,078
-5,191
| -23% | -$681K | 0.22% | 102 |
|
|
2023
Q3 | $2.16M | Sell |
22,269
-913
| -4% | -$88.6K | 0.2% | 109 |
|
|
2023
Q2 | $2.54M | Buy |
23,182
+721
| +3% | +$78.9K | 0.24% | 99 |
|
|
2023
Q1 | $2.16M | Buy |
22,461
+5,489
| +32% | +$528K | 0.22% | 101 |
|
|
2022
Q4 | $1.58M | Sell |
16,972
-552
| -3% | -$51.3K | 0.17% | 117 |
|
|
2022
Q3 | $1.62M | Hold |
17,524
| – | – | 0.18% | 114 |
|
|
2022
Q2 | $1.83M | Hold |
17,524
| – | – | 0.19% | 113 |
|
|
2022
Q1 | $2.3M | Sell |
17,524
-495
| -3% | -$65K | 0.2% | 107 |
|
|
2021
Q4 | $2.61M | Hold |
18,019
| – | – | 0.21% | 107 |
|
|
2021
Q3 | $2.92M | Hold |
18,019
| – | – | 0.25% | 103 |
|
|
2021
Q2 | $2.79M | Hold |
18,019
| – | – | 0.24% | 106 |
|
|
2021
Q1 | $2.46M | Sell |
18,019
-936
| -5% | -$128K | 0.21% | 111 |
|
|
2020
Q4 | $1.87M | Buy |
18,955
+4,042
| +27% | +$400K | 0.18% | 117 |
|
|
2020
Q3 | $1.07M | Buy |
+14,913
| New | +$1.07M | 0.12% | 152 |
|