First Citizens Bank & Trust’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-307
| Closed | -$436K | – | 447 |
|
|
2023
Q4 | $436K | Buy |
307
+65
| +27% | +$92.3K | 0.01% | 263 |
|
|
2023
Q3 | $356K | Sell |
242
-42
| -15% | -$61.8K | 0.01% | 271 |
|
|
2023
Q2 | $393K | Sell |
284
-18
| -6% | -$24.9K | 0.01% | 272 |
|
|
2023
Q1 | $386K | Buy |
302
+18
| +6% | +$23K | 0.01% | 256 |
|
|
2022
Q4 | $374K | Buy |
284
+56
| +25% | +$73.7K | 0.01% | 247 |
|
|
2022
Q3 | $248K | Buy |
+228
| New | +$248K | 0.01% | 277 |
|
|
2016
Q4 | – | Sell |
-1,744
| Closed | -$1.62M | – | 465 |
|
|
2016
Q3 | $1.62M | Sell |
1,744
-135
| -7% | -$125K | 0.15% | 135 |
|
|
2016
Q2 | $1.79M | Sell |
1,879
-112
| -6% | -$107K | 0.16% | 120 |
|
|
2016
Q1 | $1.78M | Buy |
1,991
+356
| +22% | +$317K | 0.15% | 115 |
|
|
2015
Q4 | $1.44M | Hold |
1,635
| – | – | 0.11% | 135 |
|
|
2015
Q3 | $1.31M | Buy |
+1,635
| New | +$1.31M | 0.1% | 152 |
|
|
2013
Q4 | – | Sell |
-1,299
| Closed | -$673K | – | 622 |
|
|
2013
Q3 | $673K | Buy |
1,299
+68
| +6% | +$35.2K | 0.03% | 592 |
|
|
2013
Q2 | $649K | Buy |
+1,231
| New | +$649K | 0.03% | 549 |
|