Clearstead Trust’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 | $28K | Buy |
14
+9
| +180% | +$18K | 0.01% | 373 |
|
|
2025
Q1 | $9.35K | Buy |
+5
| New | +$9.35K | ﹤0.01% | 484 |
|
|
2023
Q2 | – | Sell |
-225
| Closed | -$287K | – | 397 |
|
|
2023
Q1 | $287K | Hold |
225
| – | – | 0.09% | 107 |
|
|
2022
Q4 | $297K | Hold |
225
| – | – | 0.1% | 105 |
|
|
2022
Q3 | $244K | Hold |
225
| – | – | 0.08% | 112 |
|
|
2022
Q2 | $291K | Hold |
225
| – | – | 0.22% | 63 |
|
|
2022
Q1 | $332K | Sell |
225
-2,555
| -92% | -$3.77M | 0.22% | 63 |
|
|
2021
Q4 | $3.43M | Buy |
2,780
+560
| +25% | +$691K | 2.02% | 19 |
|
|
2021
Q3 | $2.65M | Buy |
2,220
+1,465
| +194% | +$1.75M | 1.68% | 22 |
|
|
2021
Q2 | $896K | Hold |
755
| – | – | 0.58% | 41 |
|
|
2021
Q1 | $860K | Sell |
755
-825
| -52% | -$940K | 0.64% | 38 |
|
|
2020
Q4 | $1.73M | Buy |
1,580
+814
| +106% | +$892K | 1.03% | 34 |
|
|
2020
Q3 | $746K | Hold |
766
| – | – | 0.59% | 40 |
|
|
2020
Q2 | $707K | Hold |
766
| – | – | 0.6% | 41 |
|
|
2020
Q1 | $711K | Sell |
766
-137
| -15% | -$127K | 0.64% | 39 |
|
|
2019
Q4 | $1.03M | Hold |
903
| – | – | 0.76% | 37 |
|
|
2019
Q3 | $1.07M | Hold |
903
| – | – | 0.83% | 35 |
|
|
2019
Q2 | $984K | Buy |
903
+5
| +0.6% | +$5.45K | 0.79% | 35 |
|
|
2019
Q1 | $895K | Buy |
898
+25
| +3% | +$24.9K | 0.75% | 39 |
|
|
2018
Q4 | $906K | Buy |
873
+122
| +16% | +$127K | 0.84% | 33 |
|
|
2018
Q3 | $893K | Buy |
751
+163
| +28% | +$194K | 0.69% | 38 |
|
|
2018
Q2 | $638K | Buy |
588
+60
| +11% | +$65.1K | 0.57% | 37 |
|
|
2018
Q1 | $618K | Buy |
528
+7
| +1% | +$8.19K | 0.53% | 51 |
|
|
2017
Q4 | $593K | Buy |
521
+43
| +9% | +$48.9K | 0.41% | 60 |
|
|
2017
Q3 | $510K | Sell |
478
-15
| -3% | -$16K | 0.38% | 67 |
|
|
2017
Q2 | $481K | Sell |
493
-55
| -10% | -$53.7K | 0.38% | 62 |
|
|
2017
Q1 | $535K | Hold |
548
| – | – | 0.44% | 56 |
|
|
2016
Q4 | $496K | Buy |
+548
| New | +$496K | 0.45% | 56 |
|