Number of Shares
22,801.00
Current Holdings Value*
$4.85 Mil
% of Portfolio
1.58%
Total Estimate Gain
$705,462.94
% of Total Estimate Gain
16.59%

CYPRESS FINANCIAL PLANNING LLC's Capital One Financial Corp Holding Summary

As of 2025-06-30, CYPRESS FINANCIAL PLANNING LLC held 22,801.00 shares of Capital One Financial Corp(COF), totaling $4.85 Mil. This investment constitutes 1.58% of their stock portfolio, and CYPRESS FINANCIAL PLANNING LLC now holds 0% of the outstanding Capital One Financial Corp(COF) stock.

The initial trade took place in 2025Q2. And since then CYPRESS FINANCIAL PLANNING LLC has made 1 purchases of COF, at an average price of $186.48, for a total of 22,801.00 shares. Based on historical transaction data and COF's current price of $217.42, CYPRESS FINANCIAL PLANNING LLC's estimated gain on his COF holdings is $705,462.94, reflecting a 16.59% gain to date.

CYPRESS FINANCIAL PLANNING LLC COF ($217.42) Holding Chart

CYPRESS FINANCIAL PLANNING LLC COF ($217.42) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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