Dakota Wealth Management’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 | $511K | Sell |
256
-1
| -0.4% | -$2K | 0.01% | 507 |
|
|
2025
Q1 | $480K | Hold |
257
| – | – | 0.01% | 516 |
|
|
2024
Q4 | $444K | Buy |
257
+5
| +2% | +$8.63K | 0.01% | 530 |
|
|
2024
Q3 | $395K | Buy |
252
+16
| +7% | +$25.1K | 0.01% | 537 |
|
|
2024
Q2 | $372K | Buy |
236
+30
| +15% | +$47.3K | 0.01% | 544 |
|
|
2024
Q1 | $313K | Sell |
206
-93
| -31% | -$141K | 0.01% | 573 |
|
|
2023
Q4 | $425K | Buy |
299
+20
| +7% | +$28.4K | 0.02% | 448 |
|
|
2023
Q3 | $411K | Sell |
279
-2
| -0.7% | -$2.95K | 0.02% | 446 |
|
|
2023
Q2 | $389K | Buy |
281
+36
| +15% | +$49.8K | 0.02% | 427 |
|
|
2023
Q1 | $313K | Hold |
245
| – | – | 0.02% | 458 |
|
|
2022
Q4 | $323K | Buy |
245
+19
| +8% | +$25K | 0.02% | 429 |
|
|
2022
Q3 | $245K | Hold |
226
| – | – | 0.02% | 455 |
|
|
2022
Q2 | $292K | Sell |
226
-32
| -12% | -$41.3K | 0.03% | 374 |
|
|
2022
Q1 | $381K | Buy |
+258
| New | +$381K | 0.03% | 328 |
|