Capital One Financial shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Capital One Financial
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Quarterly reported holdings in Capital One Financial by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $329k | 1.5k | 212.59 |
| 2025-06-30 | $329k | 1.5k | 212.76 |
| 2025-03-31 | $230k | 1.3k | 179.30 |
| 2024-12-31 | $229k | 1.3k | 178.32 |
| 2024-09-30 | $192k | 1.3k | 149.73 |
| 2024-06-30 | $178k | 1.3k | 138.45 |
| 2024-03-31 | $191k | 1.3k | 148.89 |
| 2023-12-31 | $171k | 1.3k | 131.12 |
| 2023-09-30 | $170k | 1.8k | 97.05 |
| 2023-06-30 | $242k | 2.2k | 109.37 |
| 2023-03-31 | $207k | 2.2k | 96.16 |
| 2022-12-31 | $456k | 4.9k | 92.96 |
| 2022-09-30 | $420k | 4.6k | 92.17 |
| 2022-06-30 | $524k | 5.0k | 104.18 |
| 2022-03-31 | $660k | 5.0k | 131.21 |
| 2021-12-31 | $730k | 5.0k | 145.09 |
| 2021-09-30 | $815k | 5.0k | 161.97 |
| 2021-06-30 | $778k | 5.0k | 154.69 |
| 2021-03-31 | $653k | 5.1k | 127.23 |
| 2020-12-31 | $528k | 5.3k | 98.88 |
| 2020-09-30 | $175k | 2.4k | 71.87 |
| 2020-06-30 | $147k | 250 | 588.00 |
| 2020-03-31 | $124k | 2.5k | 50.42 |
| 2019-12-31 | $309k | 3.0k | 102.91 |
| 2019-09-30 | $207k | 2.3k | 90.79 |
| 2019-06-30 | $207k | 2.3k | 90.73 |
| 2019-03-31 | $171k | 2.1k | 81.67 |
| 2018-12-31 | $164k | 2.2k | 75.23 |
| 2018-09-30 | $216k | 2.3k | 94.65 |