Capital One Financial shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in Capital One Financial
Tip: Access up to 7 years of quarterly data
All positions including Capital One Financial held by Burt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Capital One Financial by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $362k | 1.7k | 212.58 |
| 2025-06-30 | $362k | 1.7k | 212.76 |
| 2020-03-31 | $10k | 200 | 50.00 |
| 2019-12-31 | $21k | 200 | 105.00 |
| 2019-09-30 | $18k | 200 | 90.00 |
| 2019-06-30 | $18k | 200 | 90.00 |
| 2019-03-31 | $21k | 258 | 81.40 |
| 2018-12-31 | $15k | 200 | 75.00 |
| 2018-09-30 | $19k | 200 | 95.00 |
| 2018-06-30 | $18k | 200 | 90.00 |
| 2018-03-31 | $19k | 200 | 95.00 |
| 2017-12-31 | $27k | 275 | 98.18 |
| 2017-09-30 | $17k | 200 | 85.00 |
| 2017-06-30 | $16k | 200 | 80.00 |