Capstone Financial Advisors’s Zevia ZVIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,000
| Closed | -$43.2K | – | 182 |
|
|
2025
Q1 | $43.2K | Sell |
20,000
-30,000
| -60% | -$64.8K | ﹤0.01% | 149 |
|
|
2024
Q4 | $210K | Hold |
50,000
| – | – | 0.01% | 138 |
|
|
2024
Q3 | $54K | Sell |
50,000
-15,000
| -23% | -$16.2K | ﹤0.01% | 149 |
|
|
2024
Q2 | $43.9K | Buy |
65,000
+27,896
| +75% | +$18.8K | ﹤0.01% | 149 |
|
|
2024
Q1 | $43.4K | Buy |
37,104
+12,104
| +48% | +$14.2K | ﹤0.01% | 143 |
|
|
2023
Q4 | $50.3K | Buy |
25,000
+10,000
| +67% | +$20.1K | ﹤0.01% | 145 |
|
|
2023
Q3 | $33.3K | Buy |
+15,000
| New | +$33.3K | ﹤0.01% | 137 |
|