Concourse Financial Group Securities’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 5049 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 6001 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 5990 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 6014 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 6014 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$1.47K | – | 5951 |
|
|
2023
Q3 | $1.47K | Hold |
1
| – | – | ﹤0.01% | 2043 |
|
|
2023
Q2 | $1.38K | Sell |
1
-1
| -50% | -$1.38K | ﹤0.01% | 2077 |
|
|
2023
Q1 | $2.55K | Hold |
2
| – | – | ﹤0.01% | 2008 |
|
|
2022
Q4 | $2.63K | Hold |
2
| – | – | ﹤0.01% | 1991 |
|
|
2022
Q3 | $2K | Hold |
2
| – | – | ﹤0.01% | 1809 |
|
|
2022
Q2 | $3K | Sell |
2
-1
| -33% | -$1.5K | ﹤0.01% | 1961 |
|
|
2022
Q1 | $4K | Sell |
3
-1
| -25% | -$1.33K | ﹤0.01% | 1902 |
|
|
2021
Q4 | $5K | Sell |
4
-1
| -20% | -$1.25K | ﹤0.01% | 2042 |
|
|
2021
Q3 | $6K | Buy |
5
+1
| +25% | +$1.2K | ﹤0.01% | 2030 |
|
|
2021
Q2 | $5K | Hold |
4
| – | – | ﹤0.01% | 2048 |
|
|
2021
Q1 | $5K | Sell |
4
-5
| -56% | -$6.25K | ﹤0.01% | 1968 |
|
|
2020
Q4 | $9K | Sell |
9
-15
| -63% | -$15K | ﹤0.01% | 1722 |
|
|
2020
Q3 | $23K | Buy |
+24
| New | +$23K | ﹤0.01% | 1315 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4345 |
|
|
2020
Q1 | – | Sell |
-2
| Closed | -$2K | – | 4338 |
|
|
2019
Q4 | $2K | Hold |
2
| – | – | ﹤0.01% | 1898 |
|
|
2019
Q3 | $2K | Sell |
2
-4
| -67% | -$4K | ﹤0.01% | 1548 |
|
|
2019
Q2 | $6K | Hold |
6
| – | – | ﹤0.01% | 1670 |
|
|
2019
Q1 | $4K | Buy |
6
+4
| +200% | +$2.67K | ﹤0.01% | 1825 |
|
|
2018
Q4 | $2K | Sell |
2
-1
| -33% | -$1K | ﹤0.01% | 1919 |
|
|
2018
Q3 | $4K | Buy |
+3
| New | +$4K | ﹤0.01% | 1457 |
|