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Surevest, LLC

SEC CIK
0001593842
Latest filing
Nov 14, 2022

COF holding history

Capital One Financial Corp in every 13F filed by Surevest, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COF overviewAll 13F holders of COFFull Q3 2022 holdings

Shares (Q3 2022)
9,312
Value
$858.0K
% of portfolio
0.2%
Quarters held
4
Since Q4 2021
Holdings of COF by Surevest, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20229,312$858.0K0.2%+1,674+21.9%AddedHolders
Q2 20227,638$796.0K0.2%+1,056+16.0%AddedHolders
Q1 20226,582$864.0K0.2%+5,963+963.3%AddedHolders
Q4 2021619$90.0K<0.1%+619NewHolders