Capital One Financial shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Capital One Financial
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Quarterly reported holdings in Capital One Financial by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 12k | 212.58 |
| 2025-06-30 | $2.6M | 12k | 212.76 |
| 2025-03-31 | $1.7M | 9.7k | 179.31 |
| 2024-12-31 | $1.7M | 9.4k | 178.30 |
| 2024-09-30 | $932k | 6.2k | 149.72 |
| 2024-06-30 | $905k | 6.5k | 138.45 |
| 2024-03-31 | $708k | 4.8k | 148.88 |
| 2023-12-31 | $591k | 4.5k | 131.12 |
| 2023-09-30 | $433k | 4.5k | 97.06 |
| 2023-06-30 | $658k | 6.0k | 109.37 |
| 2023-03-31 | $544k | 5.7k | 96.17 |
| 2022-09-30 | $460k | 5.0k | 92.24 |
| 2022-06-30 | $602k | 5.8k | 104.12 |
| 2022-03-31 | $888k | 6.8k | 131.23 |
| 2021-12-31 | $575k | 4.0k | 144.98 |
| 2021-09-30 | $960k | 5.9k | 161.97 |
| 2021-06-30 | $5.5M | 36k | 154.68 |
| 2021-03-31 | $436k | 3.4k | 127.26 |
| 2020-12-31 | $361k | 3.7k | 98.82 |
| 2020-09-30 | $259k | 3.6k | 71.77 |
| 2020-06-30 | $357k | 5.7k | 62.60 |
| 2019-12-31 | $388k | 3.8k | 102.97 |
| 2017-03-31 | $284k | 3.4k | 84.07 |
| 2016-12-31 | $282k | 3.2k | 87.36 |
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