Capital One Financial shares owned by Caldwell Trust
Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Capital One Financial
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Quarterly reported holdings in Capital One Financial by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 5.3k | 212.58 |
| 2021-12-31 | $169k | 1.2k | 145.09 |
| 2021-09-30 | $188k | 1.2k | 161.97 |
| 2021-06-30 | $238k | 1.5k | 154.69 |
| 2021-03-31 | $196k | 1.5k | 127.23 |
| 2020-12-31 | $121k | 1.2k | 98.85 |
| 2020-09-30 | $88k | 1.2k | 71.86 |
| 2020-06-30 | $107k | 1.7k | 62.59 |
| 2020-03-31 | $86k | 1.7k | 50.42 |
| 2019-12-31 | $148k | 1.4k | 102.91 |