Number of Shares
2,714.00
Current Holdings Value*
$591,810.00
% of Portfolio
0.12%
Total Estimate Gain
$83,875.11
% of Total Estimate Gain
16.50%

Kozak & Associates, Inc.'s Capital One Financial Corp Holding Summary

As of 2025-06-30, Kozak & Associates, Inc. held 2,714.00 shares of Capital One Financial Corp(COF), totaling $591,810.00. This investment constitutes 0.12% of their stock portfolio, and Kozak & Associates, Inc. now holds 0% of the outstanding Capital One Financial Corp(COF) stock.

The initial trade took place in 2022Q2. And since then Kozak & Associates, Inc. has made 6 purchases of COF, at an average price of $183.96, for a total of 2,763.00 shares. In addition, there have been 1 sales at an average price of $107.87 for 49.00 shares. Based on historical transaction data and COF's current price of $216.24, Kozak & Associates, Inc.'s estimated gain on his COF holdings is $83,875.11, reflecting a 16.50% gain to date.

Kozak & Associates, Inc. COF ($216.24) Holding Chart

Kozak & Associates, Inc. COF ($216.24) 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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