Evercore Wealth Management’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Sell |
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|
2025
Q1 | $1.36M | Sell |
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|
2024
Q4 | $1.42M | Sell |
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|
2024
Q3 | $1.64M | Hold |
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|
2024
Q2 | $1.52M | Sell |
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|
2024
Q1 | $1.74M | Sell |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $997K | Sell |
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|
2022
Q4 | $963K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $418K | Hold |
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|
2018
Q2 | $404K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $137K | Hold |
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|
2017
Q3 | $116K | Sell |
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|
2017
Q2 | $124K | Sell |
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|
2017
Q1 | $133K | Buy |
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|
2016
Q4 | $101K | Sell |
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|
2016
Q3 | $102K | Sell |
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|
2016
Q2 | $94K | Sell |
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|
2016
Q1 | $154K | Sell |
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|
2015
Q4 | $336K | Buy |
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|
2015
Q3 | $278K | Sell |
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|
2015
Q2 | $354K | Buy |
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|
2015
Q1 | $219K | Sell |
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|
2014
Q4 | $277K | Buy |
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|
2014
Q3 | $272K | Buy |
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|
2014
Q2 | $105K | Sell |
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|
2014
Q1 | $119K | Sell |
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|
2013
Q4 | $269K | Buy |
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|
2013
Q3 | $5K | Buy |
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