IRON Financial’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,582
| Closed | -$209K | – | 123 |
|
|
2025
Q1 | $209K | Buy |
+1,582
| New | +$209K | 0.12% | 107 |
|
|
2024
Q4 | – | Sell |
-2,680
| Closed | -$284K | – | 105 |
|
|
2024
Q3 | $284K | Buy |
+2,680
| New | +$284K | 0.15% | 76 |
|
|
2024
Q1 | – | Sell |
-2,584
| Closed | -$200K | – | 101 |
|
|
2023
Q4 | $200K | Buy |
2,584
+74
| +3% | +$5.74K | 0.11% | 94 |
|
|
2023
Q3 | $218K | Buy |
+2,510
| New | +$218K | 0.13% | 88 |
|
|
2023
Q2 | – | Sell |
-2,398
| Closed | -$245K | – | 101 |
|
|
2023
Q1 | $245K | Buy |
+2,398
| New | +$245K | 0.13% | 80 |
|
|
2022
Q3 | – | Sell |
-2,876
| Closed | -$327K | – | 96 |
|
|
2022
Q2 | $327K | Sell |
2,876
-284
| -9% | -$32.3K | 0.17% | 76 |
|
|
2022
Q1 | $344K | Sell |
3,160
-141
| -4% | -$15.3K | 0.16% | 80 |
|
|
2021
Q4 | $392K | Sell |
3,301
-254
| -7% | -$30.2K | 0.17% | 72 |
|
|
2021
Q3 | $526K | Buy |
3,555
+138
| +4% | +$20.4K | 0.25% | 47 |
|
|
2021
Q2 | $775K | Buy |
3,417
+159
| +5% | +$36.1K | 0.36% | 38 |
|
|
2021
Q1 | $739K | Sell |
3,258
-373
| -10% | -$84.6K | 0.39% | 33 |
|
|
2020
Q4 | $845K | Buy |
3,631
+77
| +2% | +$17.9K | 0.43% | 29 |
|
|
2020
Q3 | $1.05M | Sell |
3,554
-27
| -0.8% | -$7.94K | 0.58% | 24 |
|
|
2020
Q2 | $772K | Sell |
3,581
-275
| -7% | -$59.3K | 0.4% | 29 |
|
|
2020
Q1 | $750K | Buy |
3,856
+943
| +32% | +$183K | 0.47% | 27 |
|
|
2019
Q4 | $618K | Buy |
+2,913
| New | +$618K | 0.29% | 42 |
|
|
2019
Q3 | – | Sell |
-2,669
| Closed | -$487K | – | 101 |
|
|
2019
Q2 | $487K | Buy |
2,669
+432
| +19% | +$78.8K | 0.45% | 45 |
|
|
2019
Q1 | $408K | Hold |
2,237
| – | – | 0.26% | 54 |
|
|
2018
Q4 | $307K | Hold |
2,237
| – | – | 0.24% | 60 |
|
|
2018
Q3 | $369K | Sell |
2,237
-775
| -26% | -$128K | 0.25% | 61 |
|
|
2018
Q2 | $559K | Buy |
3,012
+550
| +22% | +$102K | 0.3% | 53 |
|
|
2018
Q1 | $452K | Buy |
2,462
+1,175
| +91% | +$216K | 0.29% | 60 |
|
|
2017
Q4 | $222K | Buy |
+1,287
| New | +$222K | 0.15% | 71 |
|