Capital One Financial shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Capital One Financial
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Quarterly reported holdings in Capital One Financial by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.4M | 44k | 212.58 |
| 2025-06-30 | $9.3M | 44k | 212.76 |
| 2025-03-31 | $4.2M | 23k | 179.30 |
| 2021-06-30 | $217k | 1.4k | 155.00 |
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