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 |
|