EverSource Wealth Advisors’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 | $1.2M | Buy |
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|
2025
Q1 | $491K | Buy |
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|
2024
Q4 | $371K | Buy |
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|
2024
Q3 | $236K | Buy |
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|
2024
Q2 | $101K | Buy |
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|
2024
Q1 | $88.5K | Buy |
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|
2023
Q4 | $72.8K | Sell |
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|
2023
Q3 | $58.9K | Buy |
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|
2023
Q2 | $63.7K | Sell |
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|
2023
Q1 | $60.3K | Sell |
|
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|
2022
Q4 | $84.2K | Sell |
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|
2022
Q3 | $107K | Sell |
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|
2022
Q2 | $122K | Buy |
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|
2022
Q1 | $83K | Sell |
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|
2021
Q4 | $119K | Buy |
|