Xcel Wealth Management, LLC COF Holdings History
Xcel Wealth Management, LLC's Capital One Financial Corp Holding Summary
As of 2025-03-31, Xcel Wealth Management, LLC held 23,440.00 shares of Capital One Financial Corp(COF), totaling $4.20 Mil. This investment constitutes 1.31% of their stock portfolio, and Xcel Wealth Management, LLC now holds 0.01% of the outstanding Capital One Financial Corp(COF) stock.
The initial trade took place in 2021Q2. And since then Xcel Wealth Management, LLC has made 2 purchases of COF, at an average price of $186.73, for a total of 24,840.00 shares. In addition, there have been 1 sales at an average price of $163.01 for 1,400.00 shares. Based on historical transaction data and COF's current price of $219.79, Xcel Wealth Management, LLC's estimated gain on his COF holdings is $741,799.60, reflecting a 15.99% gain to date.
Xcel Wealth Management, LLC COF ($219.79) Holding Chart
Xcel Wealth Management, LLC COF ($219.79) 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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