Everpar Advisors’s Capital One COF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$760K Buy
3,572
+287
+9% +$61.1K 0.35% 60
2025
Q1
$589K Sell
3,285
-55
-2% -$9.86K 0.31% 74
2024
Q4
$596K Buy
3,340
+51
+2% +$9.09K 0.3% 79
2024
Q3
$492K Sell
3,289
-596
-15% -$89.2K 0.25% 120
2024
Q2
$538K Sell
3,885
-23
-0.6% -$3.18K 0.27% 112
2024
Q1
$582K Sell
3,908
-3,297
-46% -$491K 0.35% 80
2023
Q4
$945K Buy
+7,205
New +$945K 0.44% 66