Mount Yale Investment Advisors’s Old Dominion Freight Line ODFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $955K | Buy |
5,883
+195
| +3% | +$31.6K | 0.07% | 215 |
|
|
2025
Q1 | $941K | Buy |
5,688
+722
| +15% | +$119K | 0.08% | 207 |
|
|
2024
Q4 | $876K | Sell |
4,966
-63
| -1% | -$11.1K | 0.07% | 227 |
|
|
2024
Q3 | $999K | Sell |
5,029
-86
| -2% | -$17.1K | 0.1% | 197 |
|
|
2024
Q2 | $903K | Sell |
5,115
-675
| -12% | -$119K | 0.07% | 231 |
|
|
2024
Q1 | $1.27M | Sell |
5,790
-4
| -0.1% | -$877 | 0.1% | 187 |
|
|
2023
Q4 | $1.17M | Sell |
5,794
-168
| -3% | -$34K | 0.11% | 182 |
|
|
2023
Q3 | $1.22M | Sell |
5,962
-1,186
| -17% | -$243K | 0.13% | 161 |
|
|
2023
Q2 | $1.32M | Buy |
7,148
+1,854
| +35% | +$343K | 0.14% | 152 |
|
|
2023
Q1 | $902K | Buy |
5,294
+1,184
| +29% | +$202K | 0.1% | 200 |
|
|
2022
Q4 | $583K | Buy |
4,110
+32
| +0.8% | +$4.54K | 0.07% | 258 |
|
|
2022
Q3 | $507K | Sell |
4,078
-50
| -1% | -$6.22K | 0.07% | 266 |
|
|
2022
Q2 | $529K | Buy |
4,128
+996
| +32% | +$128K | 0.07% | 283 |
|
|
2022
Q1 | $468K | Sell |
3,132
-226
| -7% | -$33.8K | 0.05% | 311 |
|
|
2021
Q4 | $602K | Sell |
3,358
-988
| -23% | -$177K | 0.06% | 265 |
|
|
2021
Q3 | $621K | Buy |
4,346
+72
| +2% | +$10.3K | 0.07% | 245 |
|
|
2021
Q2 | $542K | Sell |
4,274
-70
| -2% | -$8.88K | 0.07% | 259 |
|
|
2021
Q1 | $522K | Buy |
+4,344
| New | +$522K | 0.07% | 260 |
|
|
2019
Q3 | – | Sell |
-8,997
| Closed | -$499K | – | 318 |
|
|
2019
Q2 | $499K | Sell |
8,997
-7,782
| -46% | -$432K | 0.09% | 188 |
|
|
2019
Q1 | $808K | Sell |
16,779
-3,912
| -19% | -$188K | 0.15% | 123 |
|
|
2018
Q4 | $970K | Buy |
20,691
+201
| +1% | +$9.42K | 0.2% | 115 |
|
|
2018
Q3 | $958K | Buy |
20,490
+11,586
| +130% | +$542K | 0.17% | 114 |
|
|
2018
Q2 | $442K | Sell |
8,904
-96
| -1% | -$4.77K | 0.08% | 194 |
|
|
2018
Q1 | $441K | Buy |
+9,000
| New | +$441K | 0.09% | 194 |
|