Balentine LLC’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-136
| Closed | -$207K | – | 414 |
|
|
2024
Q1 | $207K | Sell |
136
-86
| -39% | -$131K | 0.01% | 470 |
|
|
2023
Q4 | $315K | Sell |
222
-72
| -24% | -$102K | 0.01% | 378 |
|
|
2023
Q3 | $433K | Hold |
294
| – | – | 0.01% | 289 |
|
|
2023
Q2 | $407K | Buy |
294
+8
| +3% | +$11.1K | 0.01% | 314 |
|
|
2023
Q1 | $365K | Sell |
286
-20
| -7% | -$25.5K | 0.01% | 366 |
|
|
2022
Q4 | $403K | Sell |
306
-30
| -9% | -$39.5K | 0.01% | 386 |
|
|
2022
Q3 | $364K | Buy |
+336
| New | +$364K | 0.01% | 347 |
|
|
2020
Q3 | – | Sell |
-6
| Closed | -$6K | – | 590 |
|
|
2020
Q2 | $6K | Buy |
+6
| New | +$6K | ﹤0.01% | 684 |
|