Capital One Financial shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Capital One Financial
Tip: Access up to 7 years of quarterly data
All positions including Capital One Financial held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Capital One Financial by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 11k | 212.58 |
| 2025-06-30 | $1.6M | 7.5k | 212.76 |
| 2025-03-31 | $1.2M | 6.7k | 179.30 |
| 2024-12-31 | $1.5M | 8.4k | 178.32 |
| 2024-09-30 | $1.6M | 10k | 149.73 |
| 2024-06-30 | $1.4M | 10k | 138.46 |
| 2024-03-31 | $1.3M | 8.7k | 148.89 |
| 2023-12-31 | $1.1M | 8.2k | 131.13 |
| 2023-09-30 | $797k | 8.2k | 97.05 |
| 2023-06-30 | $907k | 8.3k | 109.37 |
| 2023-03-31 | $652k | 6.8k | 96.17 |
| 2022-12-31 | $727k | 7.8k | 92.96 |
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