Fiduciary Alliance’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 | $2.94M | Sell |
1,473
-330
| -18% | -$659K | 0.22% | 107 |
|
|
2025
Q1 | $3.37M | Sell |
1,803
-78
| -4% | -$146K | 0.33% | 72 |
|
|
2024
Q4 | $3.25M | Buy |
1,881
+379
| +25% | +$654K | 0.33% | 75 |
|
|
2024
Q3 | $2.36M | Sell |
1,502
-33
| -2% | -$51.8K | 0.31% | 81 |
|
|
2024
Q2 | $2.42M | Sell |
1,535
-9
| -0.6% | -$14.2K | 0.39% | 64 |
|
|
2024
Q1 | $2.33M | Sell |
1,544
-224
| -13% | -$338K | 0.41% | 61 |
|
|
2023
Q4 | $2.51M | Buy |
1,768
+231
| +15% | +$328K | 0.49% | 52 |
|
|
2023
Q3 | $2.26M | Sell |
1,537
-23
| -1% | -$33.9K | 0.52% | 51 |
|
|
2023
Q2 | $2.16M | Buy |
+1,560
| New | +$2.16M | 0.46% | 53 |
|
|
2023
Q1 | – | Sell |
-40
| Closed | -$52.7K | – | 568 |
|
|
2022
Q4 | $52.7K | Buy |
+40
| New | +$52.7K | 0.01% | 222 |
|