IFP Advisors’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 | $182K | Sell |
45
-23
| -34% | -$92.9K | 0.01% | 1316 |
|
|
2025
Q1 | $127K | Buy |
68
+1
| +1% | +$1.87K | ﹤0.01% | 1402 |
|
|
2024
Q4 | $116K | Sell |
67
-5
| -7% | -$8.63K | ﹤0.01% | 1399 |
|
|
2024
Q3 | $113K | Sell |
72
-5
| -6% | -$7.84K | ﹤0.01% | 1344 |
|
|
2024
Q2 | $121K | Buy |
77
+2
| +3% | +$3.15K | ﹤0.01% | 1281 |
|
|
2024
Q1 | $114K | Buy |
75
+1
| +1% | +$1.52K | 0.01% | 1233 |
|
|
2023
Q4 | $105K | Sell |
74
-16
| -18% | -$22.7K | 0.01% | 1218 |
|
|
2023
Q3 | $133K | Sell |
90
-2
| -2% | -$2.95K | 0.01% | 1140 |
|
|
2023
Q2 | $127K | Sell |
92
-9
| -9% | -$12.4K | 0.01% | 1216 |
|
|
2023
Q1 | $86.2K | Sell |
101
-74
| -42% | -$63.2K | ﹤0.01% | 1327 |
|
|
2022
Q4 | $154K | Buy |
175
+22
| +14% | +$19.4K | ﹤0.01% | 1487 |
|
|
2022
Q3 | $133K | Buy |
153
+30
| +24% | +$26.1K | ﹤0.01% | 1664 |
|
|
2022
Q2 | $108K | Hold |
123
| – | – | ﹤0.01% | 1638 |
|
|
2022
Q1 | $108K | Sell |
123
-57
| -32% | -$50K | ﹤0.01% | 1638 |
|
|
2021
Q4 | $213K | Buy |
180
+7
| +4% | +$8.28K | ﹤0.01% | 907 |
|
|
2021
Q3 | $202K | Buy |
173
+91
| +111% | +$106K | ﹤0.01% | 911 |
|
|
2021
Q2 | $98K | Hold |
82
| – | – | ﹤0.01% | 1257 |
|
|
2021
Q1 | $93K | Sell |
82
-3
| -4% | -$3.4K | ﹤0.01% | 1201 |
|
|
2020
Q4 | $87K | Sell |
85
-19
| -18% | -$19.4K | ﹤0.01% | 1199 |
|
|
2020
Q3 | $101K | Hold |
104
| – | – | 0.01% | 990 |
|
|
2020
Q2 | $94K | Hold |
104
| – | – | 0.01% | 947 |
|
|
2020
Q1 | $101K | Buy |
104
+42
| +68% | +$40.8K | 0.01% | 814 |
|
|
2019
Q4 | $69K | Sell |
62
-15
| -19% | -$16.7K | 0.01% | 1113 |
|
|
2019
Q3 | $91K | Buy |
+77
| New | +$91K | 0.01% | 1101 |
|
|
2019
Q1 | $18K | Sell |
18
-61
| -77% | -$61K | ﹤0.01% | 1387 |
|
|
2018
Q4 | $80K | Sell |
79
-14
| -15% | -$14.2K | ﹤0.01% | 1313 |
|
|
2018
Q3 | $111K | Sell |
93
-1
| -1% | -$1.19K | ﹤0.01% | 1402 |
|
|
2018
Q2 | $102K | Sell |
94
-27
| -22% | -$29.3K | ﹤0.01% | 1461 |
|
|
2018
Q1 | $138K | Hold |
121
| – | – | 0.01% | 1187 |
|
|
2017
Q4 | $138K | Sell |
121
-1
| -0.8% | -$1.14K | 0.01% | 1184 |
|
|
2017
Q3 | $130K | Sell |
122
-9
| -7% | -$9.59K | 0.01% | 1391 |
|
|
2017
Q2 | $128K | Sell |
131
-6
| -4% | -$5.86K | 0.01% | 1388 |
|
|
2017
Q1 | $134K | Buy |
137
+8
| +6% | +$7.83K | 0.01% | 1326 |
|
|
2016
Q4 | $117K | Sell |
129
-7
| -5% | -$6.35K | 0.01% | 1350 |
|
|
2016
Q3 | $126K | Sell |
136
-14
| -9% | -$13K | 0.01% | 1237 |
|
|
2016
Q2 | $143K | Buy |
150
+132
| +733% | +$126K | 0.01% | 1148 |
|
|
2016
Q1 | $18K | Sell |
18
-59
| -77% | -$59K | ﹤0.01% | 1387 |
|
|
2015
Q4 | $68K | Buy |
+77
| New | +$68K | ﹤0.01% | 1415 |
|