Allworth Financial’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Buy |
166
+46
| +38% | +$92.1K | ﹤0.01% | 970 |
|
|
2025
Q1 | $218K | Sell |
120
-10
| -8% | -$18.2K | ﹤0.01% | 909 |
|
|
2024
Q4 | $236K | Hold |
130
| – | – | ﹤0.01% | 890 |
|
|
2024
Q3 | $205K | Buy |
130
+4
| +3% | +$6.3K | ﹤0.01% | 816 |
|
|
2024
Q2 | $199K | Buy |
126
+28
| +29% | +$44.2K | ﹤0.01% | 815 |
|
|
2024
Q1 | $149K | Sell |
98
-3
| -3% | -$4.56K | ﹤0.01% | 878 |
|
|
2023
Q4 | $143K | Sell |
101
-2
| -2% | -$2.84K | ﹤0.01% | 820 |
|
|
2023
Q3 | $152K | Sell |
103
-52
| -34% | -$76.6K | ﹤0.01% | 756 |
|
|
2023
Q2 | $214K | Sell |
155
-4
| -3% | -$5.53K | ﹤0.01% | 680 |
|
|
2023
Q1 | $203K | Hold |
159
| – | – | ﹤0.01% | 650 |
|
|
2022
Q4 | $209K | Buy |
159
+1
| +0.6% | +$1.32K | ﹤0.01% | 616 |
|
|
2022
Q3 | $171K | Buy |
158
+2
| +1% | +$2.17K | ﹤0.01% | 627 |
|
|
2022
Q2 | $202K | Sell |
156
-8
| -5% | -$10.4K | ﹤0.01% | 552 |
|
|
2022
Q1 | $242K | Buy |
164
+18
| +12% | +$26.6K | ﹤0.01% | 518 |
|
|
2021
Q4 | $180K | Buy |
146
+39
| +36% | +$48.1K | ﹤0.01% | 552 |
|
|
2021
Q3 | $128K | Buy |
+107
| New | +$128K | ﹤0.01% | 569 |
|