Forvis Wealth Advisors, LLC Capital One Financial Corp Transaction History

Forvis Wealth Advisors, LLC

  • $4 Billion
  • Q1 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Capital One Financial Corp stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 20,421 shares of COF stock, worth $3.99 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
20,421
Previous 20,316 0.52%
Holding current value
$3.99 Million
Previous $3.62 Million 1.08%
% of portfolio
0.09%
Previous 0.09%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$163.87 - $209.82 $17,206 - $22,031
105 Added 0.52%
20,421 $3.66 Million
Q4 2024

Feb 03, 2025
SELL
$145.19 - $192.01 $131,687 - $174,153
-907 Reduced 4.27%
20,316 $3.62 Million
Q3 2024

Nov 14, 2024
SELL
$131.42 - $153.05 $34,826 - $40,558
-265 Reduced 1.23%
21,223 $3.18 Million
Q2 2024

Aug 09, 2024
SELL
$133.7 - $148.87 $170,467 - $189,809
-1,275 Reduced 5.6%
21,488 $2.98 Million
Q1 2024

Apr 19, 2024
SELL
$124.92 - $148.89 $231,601 - $276,042
-1,854 Reduced 7.53%
22,763 $3.39 Million
Q4 2023

Jan 11, 2024
SELL
$88.97 - $132.02 $71,798 - $106,540
-807 Reduced 3.17%
24,617 $3.23 Million
Q3 2023

Oct 25, 2023
SELL
$95.49 - $117.96 $459,497 - $567,623
-4,812 Reduced 15.91%
25,424 $2.47 Million
Q2 2023

Aug 08, 2023
SELL
$85.63 - $113.65 $264,853 - $351,519
-3,093 Reduced 9.28%
30,236 $3.31 Million
Q1 2023

Apr 26, 2023
BUY
$89.71 - $121.82 $131,694 - $178,831
1,468 Added 4.61%
33,329 $3.2 Million
Q4 2022

Feb 02, 2023
SELL
$87.84 - $116.25 $87 - $116
-1 Reduced -0.0%
31,861 $2.96 Million
Q3 2022

Oct 13, 2022
BUY
$19.08 - $114.76 $23,983 - $144,253
1,257 Added 4.11%
31,862 $2.94 Million
Q2 2022

Jul 22, 2022
BUY
$102.11 - $141.85 $99,761 - $138,587
977 Added 3.3%
30,605 $3.19 Million
Q1 2022

May 10, 2022
BUY
$124.8 - $161.37 $159,619 - $206,392
1,279 Added 4.51%
29,628 $3.89 Million
Q4 2021

Jan 14, 2022
SELL
$138.35 - $173.25 $47,177 - $59,078
-341 Reduced 1.19%
28,349 $4.11 Million
Q3 2021

Oct 14, 2021
SELL
$152.46 - $177.73 $82,633 - $96,329
-542 Reduced 1.85%
28,690 $4.65 Million
Q2 2021

Jul 14, 2021
SELL
$129.78 - $166.29 $110,183 - $141,180
-849 Reduced 2.82%
29,232 $4.52 Million
Q1 2021

Apr 23, 2021
SELL
$97.84 - $132.6 $104,688 - $141,882
-1,070 Reduced 3.43%
30,081 $3.83 Million
Q4 2020

Jan 22, 2021
BUY
$72.07 - $98.85 $132,104 - $181,192
1,833 Added 6.25%
31,151 $3.08 Million
Q3 2020

Nov 05, 2020
BUY
$58.35 - $76.17 $85,307 - $111,360
1,462 Added 5.25%
29,318 $2.11 Million
Q2 2020

Jul 15, 2020
BUY
$42.27 - $80.0 $605,052 - $1.15 Million
14,314 Added 105.7%
27,856 $1.74 Million
Q1 2020

Apr 10, 2020
BUY
$42.87 - $106.76 $580,545 - $1.45 Million
13,542 New
13,542 $683,000

Others Institutions Holding COF

# of Institutions
1,596
Shares Held
349M
Call Options Held
10.4M
Put Options Held
5.4M
View Full List

About CAPITAL ONE FINANCIAL CORP

COF Quotes by TradingView
  • Ticker COF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 383,817,984
  • Market Cap $75.1B
  • 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 Forvis Wealth Advisors, LLC Portfolio

Follow Forvis 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 Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email