A detailed history of Xcel Wealth Management, LLC transactions in Capital One Financial Corp stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 43,614 shares of COF stock, worth $9.37 Million. This represents 2.78% of its overall portfolio holdings.

Number of Shares
43,614
Previous 23,440 86.07%
Holding current value
$9.37 Million
Previous $4.2 Million 120.82%
% of portfolio
2.78%
Previous 1.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025

BUY
$150.57 - $212.76 $3.04 Million - $4.29 Million
20,174 Added 86.07%
43,614 $9.28 Million
Q1 2025

Apr 28, 2025

BUY
$163.87 - $209.82 $3.84 Million - $4.92 Million
23,440 New
23,440 $4.2 Million
Q3 2021

Oct 21, 2021

SELL
$152.46 - $177.73 $213,444 - $248,822
-1,400 Closed
0 $0
Q2 2021

Jul 15, 2021

BUY
$129.78 - $166.29 $181,692 - $232,806
1,400 New
1,400 $217,000

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 $82.5B
  • 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
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