Capital One Financial shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Capital One Financial
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Quarterly reported holdings in Capital One Financial by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $297k | 1.4k | 212.58 |
| 2025-06-30 | $298k | 1.4k | 212.76 |
| 2025-03-31 | $251k | 1.4k | 179.30 |
| 2024-12-31 | $250k | 1.4k | 178.32 |
| 2024-09-30 | $210k | 1.4k | 149.73 |
| 2024-06-30 | $236k | 1.7k | 138.45 |
| 2024-03-31 | $254k | 1.7k | 148.89 |
| 2023-12-31 | $223k | 1.7k | 131.12 |