Capital One Financial shares owned by Forum Financial Management
Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Capital One Financial
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All positions including Capital One Financial held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Capital One Financial by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 18k | 212.58 |
| 2025-06-30 | $3.6M | 17k | 212.76 |
| 2025-03-31 | $1.0M | 5.6k | 179.29 |
| 2024-12-31 | $1.0M | 5.7k | 178.33 |
| 2024-09-30 | $777k | 5.2k | 149.74 |
| 2024-06-30 | $719k | 5.2k | 138.45 |
| 2024-03-31 | $775k | 5.2k | 148.88 |
| 2023-12-31 | $681k | 5.2k | 131.12 |
| 2023-09-30 | $504k | 5.2k | 97.05 |
| 2023-06-30 | $568k | 5.2k | 109.38 |
| 2023-03-31 | $464k | 4.8k | 96.16 |
| 2022-12-31 | $449k | 4.8k | 92.97 |
| 2022-09-30 | $445k | 4.8k | 92.21 |
| 2022-06-30 | $633k | 6.1k | 104.21 |
| 2022-03-31 | $794k | 6.1k | 131.24 |
| 2021-12-31 | $878k | 6.1k | 145.12 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management