Capital One Financial shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Capital One Financial
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Quarterly reported holdings in Capital One Financial by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $863k | 4.1k | 212.56 |
| 2025-06-30 | $461k | 2.2k | 212.79 |
| 2024-09-30 | $238k | 1.6k | 149.75 |
| 2024-06-30 | $276k | 2.0k | 138.44 |
| 2024-03-31 | $277k | 1.9k | 148.92 |
| 2023-12-31 | $244k | 1.9k | 131.11 |
| 2023-06-30 | $262k | 2.4k | 109.39 |
| 2023-03-31 | $224k | 2.3k | 96.15 |
| 2022-12-31 | $214k | 2.3k | 92.97 |
| 2022-09-30 | $212k | 2.3k | 92.01 |
| 2022-03-31 | $249k | 1.9k | 131.33 |
| 2021-12-31 | $263k | 1.8k | 145.22 |
| 2021-09-30 | $293k | 1.8k | 161.79 |
| 2021-06-30 | $280k | 1.8k | 154.61 |
| 2021-03-31 | $229k | 1.8k | 127.29 |