A detailed history of Dynamic Wealth Strategies, LLC transactions in Capital One Financial Corp stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 1,620 shares of COF stock, worth $289,413. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,620
Previous 1,765 8.22%
Holding current value
$289,413
Previous $244,000 0.41%
% of portfolio
0.2%
Previous 0.21%

Shares

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

Nov 13, 2024

SELL
$131.42 - $153.05 $19,055 - $22,192
-145 Reduced 8.22%
1,620 $243,000
Q2 2024

Aug 15, 2024

SELL
$133.7 - $148.87 $2,139 - $2,381
-16 Reduced 0.9%
1,765 $244,000
Q1 2024

May 15, 2024

SELL
$124.92 - $148.89 $7,745 - $9,231
-62 Reduced 3.36%
1,781 $265,000
Q4 2023

Feb 13, 2024

BUY
$88.97 - $132.02 $163,971 - $243,312
1,843 New
1,843 $242 Million

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 $68.6B
  • 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 Dynamic Wealth Strategies, LLC Portfolio

Follow Dynamic Wealth Strategies, 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 Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.