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Capital One Financial shares owned by Ibex Wealth Advisors

Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Ibex Wealth Advisors from 13F filings

Historical chart of Ibex Wealth Advisors investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by Ibex Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital One Financial by Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 195k 63.55
2024-06-30 $2.5M 18k 138.45
2021-12-31 $481k 3.3k 145.19
2021-09-30 $4.8M 30k 161.97
2021-06-30 $2.3M 15k 154.70
2021-03-31 $1.8M 15k 127.25