Mount Yale Investment 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 | $620K | Buy |
+2,916
| New | +$620K | 0.05% | 297 |
|
|
2022
Q3 | – | Sell |
-1,985
| Closed | -$207K | – | 450 |
|
|
2022
Q2 | $207K | Sell |
1,985
-1,457
| -42% | -$152K | 0.03% | 435 |
|
|
2022
Q1 | $452K | Buy |
3,442
+140
| +4% | +$18.4K | 0.05% | 314 |
|
|
2021
Q4 | $479K | Buy |
3,302
+484
| +17% | +$70.2K | 0.05% | 297 |
|
|
2021
Q3 | $456K | Buy |
2,818
+342
| +14% | +$55.3K | 0.05% | 303 |
|
|
2021
Q2 | $383K | Buy |
2,476
+29
| +1% | +$4.49K | 0.05% | 288 |
|
|
2021
Q1 | $311K | Buy |
+2,447
| New | +$311K | 0.04% | 302 |
|
|
2018
Q4 | – | Sell |
-476
| Closed | -$43K | – | 406 |
|
|
2018
Q3 | $43K | Sell |
476
-1,547
| -76% | -$140K | 0.01% | 628 |
|
|
2018
Q2 | $186K | Sell |
2,023
-11
| -0.5% | -$1.01K | 0.04% | 311 |
|
|
2018
Q1 | $195K | Buy |
+2,034
| New | +$195K | 0.04% | 294 |
|