Capital One Financial shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Capital One Financial
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All positions including Capital One Financial held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Capital One Financial by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $297k | 2.0k | 148.89 |
| 2023-12-31 | $245k | 1.9k | 131.11 |
| 2023-06-30 | $214k | 2.0k | 109.34 |
| 2022-03-31 | $202k | 1.5k | 131.42 |
| 2021-09-30 | $253k | 1.6k | 162.18 |
| 2021-06-30 | $219k | 1.4k | 154.44 |
| 2019-03-31 | $73k | 891 | 81.93 |
| 2018-12-31 | $51k | 680 | 75.00 |
| 2018-09-30 | $24k | 262 | 91.60 |
| 2018-06-30 | $25k | 262 | 95.42 |
| 2018-03-31 | $25k | 262 | 95.42 |
| 2017-12-31 | $15k | 155 | 96.77 |