EWA
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EP Wealth Advisors’s Capital One COF Stock Holding History

EP Wealth Advisors’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.57M Buy
12,072
+9,081
+304% +$1.93M 0.02% 364
2025
Q1 		$536K Sell
2,991
-489
-14% -$87.7K ﹤0.01% 681
2024
Q4 		$621K Buy
3,480
+869
+33% +$155K 0.01% 626
2024
Q3 		$391K Buy
+2,611
New +$391K ﹤0.01% 769