Capital One Financial shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Capital One Financial
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Quarterly reported holdings in Capital One Financial by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $415k | 2.8k | 148.89 |
| 2023-12-31 | $1.2M | 9.3k | 131.12 |
| 2023-09-30 | $996k | 10k | 97.05 |
| 2023-06-30 | $1.0M | 9.5k | 109.37 |
| 2023-03-31 | $949k | 9.9k | 96.16 |
| 2022-12-31 | $925k | 10k | 92.96 |
| 2022-09-30 | $942k | 10k | 92.15 |
| 2022-06-30 | $1.3M | 12k | 104.22 |
| 2022-03-31 | $1.7M | 13k | 131.27 |
| 2021-12-31 | $1.9M | 13k | 145.12 |
| 2021-09-30 | $2.3M | 14k | 161.95 |
| 2021-06-30 | $2.2M | 14k | 154.71 |
| 2021-03-31 | $9.5M | 75k | 127.23 |
| 2020-12-31 | $7.4M | 75k | 98.85 |
| 2020-09-30 | $5.6M | 78k | 71.86 |
| 2020-06-30 | $4.9M | 78k | 62.59 |
| 2020-03-31 | $3.9M | 78k | 50.42 |
| 2019-12-31 | $8.3M | 81k | 102.91 |
| 2019-09-30 | $7.3M | 81k | 90.98 |
| 2019-06-30 | $7.8M | 86k | 90.74 |