A detailed history of Kingswood Wealth Advisors, LLC transactions in Capital One Financial Corp stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 10,361 shares of COF stock, worth $1.89 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,361
Previous 10,353 0.08%
Holding current value
$1.89 Million
Previous $1.43 Billion 8.22%
% of portfolio
0.11%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$131.42 - $153.05 $1,051 - $1,224
8 Added 0.08%
10,361 $1.55 Billion
Q2 2024

Jul 09, 2024

SELL
$133.7 - $148.87 $336,522 - $374,705
-2,517 Reduced 19.56%
10,353 $1.43 Billion
Q1 2024

Apr 15, 2024

BUY
$124.92 - $148.89 $300,182 - $357,782
2,403 Added 22.96%
12,870 $1.92 Billion
Q4 2023

Jan 16, 2024

SELL
$88.97 - $132.02 $9,430 - $13,994
-106 Reduced 1.0%
10,467 $1.37 Billion
Q3 2023

Oct 23, 2023

BUY
$95.49 - $117.96 $1.01 Million - $1.25 Million
10,573 New
10,573 $1.03 Billion

Others Institutions Holding COF

About CAPITAL ONE FINANCIAL CORP


  • Ticker COF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 383,817,984
  • Market Cap $70.2B
  • Description
  • Capital One Financial Corporation operates as the financial services holding company for the Capital One Bank (USA), National Association; and Capital One, National Association, which provides various financial products and services in the United States, Canada, and the United Kingdom. It operates through three segments: Credit Card, Consumer Ba...
More about COF
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.