Allworth Financial’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Buy |
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|
2025
Q1 | $218K | Sell |
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|
2024
Q4 | $236K | Hold |
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|
2024
Q3 | $205K | Buy |
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|
2024
Q2 | $199K | Buy |
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|
2024
Q1 | $149K | Sell |
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|
2023
Q4 | $143K | Sell |
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|
2023
Q3 | $152K | Sell |
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|
2023
Q2 | $214K | Sell |
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|
2023
Q1 | $203K | Hold |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q3 | $171K | Buy |
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|
2022
Q2 | $202K | Sell |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | $180K | Buy |
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|
2021
Q3 | $128K | Buy |
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