Mount Yale Investment 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 | $620K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Sell |
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|
2022
Q1 | $452K | Buy |
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|
2021
Q4 | $479K | Buy |
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|
2021
Q3 | $456K | Buy |
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|
2021
Q2 | $383K | Buy |
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|
2021
Q1 | $311K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $43K | Sell |
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|
2018
Q2 | $186K | Sell |
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|
2018
Q1 | $195K | Buy |
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