JNBA Financial Advisors’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21K | Hold |
185
| – | – | ﹤0.01% | 388 |
|
|
2025
Q1 | $24.5K | Hold |
185
| – | – | ﹤0.01% | 356 |
|
|
2024
Q4 | $15.7K | Hold |
185
| – | – | ﹤0.01% | 410 |
|
|
2024
Q3 | $19.6K | Sell |
185
-8
| -4% | -$849 | ﹤0.01% | 397 |
|
|
2024
Q2 | $13.9K | Sell |
193
-250
| -56% | -$18K | ﹤0.01% | 424 |
|
|
2024
Q1 | $32.1K | Hold |
443
| – | – | ﹤0.01% | 334 |
|
|
2023
Q4 | $34.3K | Hold |
443
| – | – | ﹤0.01% | 323 |
|
|
2023
Q3 | $38.4K | Sell |
443
-460
| -51% | -$39.9K | ﹤0.01% | 308 |
|
|
2023
Q2 | $75.3K | Sell |
903
-70
| -7% | -$5.84K | 0.01% | 252 |
|
|
2023
Q1 | $99.4K | Sell |
973
-280
| -22% | -$28.6K | 0.01% | 231 |
|
|
2022
Q4 | $110K | Sell |
1,253
-81
| -6% | -$7.14K | 0.02% | 224 |
|
|
2022
Q3 | $107K | Sell |
1,334
-540
| -29% | -$43.3K | 0.02% | 218 |
|
|
2022
Q2 | $213K | Buy |
1,874
+131
| +8% | +$14.9K | 0.03% | 176 |
|
|
2022
Q1 | $190K | Buy |
1,743
+129
| +8% | +$14.1K | 0.03% | 191 |
|
|
2021
Q4 | $192K | Sell |
1,614
-177
| -10% | -$21.1K | 0.02% | 193 |
|
|
2021
Q3 | $265K | Buy |
1,791
+230
| +15% | +$34K | 0.04% | 172 |
|
|
2021
Q2 | $354K | Buy |
1,561
+50
| +3% | +$11.3K | 0.05% | 150 |
|
|
2021
Q1 | $343K | Hold |
1,511
| – | – | 0.05% | 146 |
|
|
2020
Q4 | $352K | Hold |
1,511
| – | – | 0.06% | 130 |
|
|
2020
Q3 | $444K | Sell |
1,511
-11
| -0.7% | -$3.23K | 0.09% | 99 |
|
|
2020
Q2 | $328K | Sell |
1,522
-75
| -5% | -$16.2K | 0.07% | 116 |
|
|
2020
Q1 | $311K | Sell |
1,597
-76
| -5% | -$14.8K | 0.07% | 113 |
|
|
2019
Q4 | $355K | Buy |
1,673
+151
| +10% | +$32K | 0.07% | 113 |
|
|
2019
Q3 | $255K | Sell |
1,522
-42
| -3% | -$7.04K | 0.05% | 131 |
|
|
2019
Q2 | $265K | Buy |
1,564
+148
| +10% | +$25.1K | 0.05% | 131 |
|
|
2019
Q1 | $258K | Buy |
1,416
+861
| +155% | +$157K | 0.06% | 128 |
|
|
2018
Q4 | $76K | Buy |
555
+525
| +1,750% | +$71.9K | 0.02% | 176 |
|
|
2018
Q3 | $5K | Sell |
30
-525
| -95% | -$87.5K | ﹤0.01% | 422 |
|
|
2018
Q2 | $103K | Hold |
555
| – | – | 0.02% | 174 |
|
|
2018
Q1 | $102K | Hold |
555
| – | – | 0.02% | 165 |
|
|
2017
Q4 | $96K | Sell |
555
-3
| -0.5% | -$519 | 0.02% | 176 |
|
|
2017
Q3 | $96K | Buy |
558
+3
| +0.5% | +$516 | 0.02% | 164 |
|
|
2017
Q2 | $78K | Hold |
555
| – | – | 0.02% | 173 |
|
|
2017
Q1 | $60K | Hold |
555
| – | – | 0.01% | 189 |
|
|
2016
Q4 | $49K | Sell |
555
-2,183
| -80% | -$193K | 0.01% | 208 |
|
|
2016
Q3 | $290K | Buy |
2,738
+2,293
| +515% | +$243K | 0.04% | 170 |
|
|
2016
Q2 | $35K | Hold |
445
| – | – | 0.01% | 235 |
|
|
2016
Q1 | $35K | Buy |
445
+120
| +37% | +$9.44K | 0.01% | 228 |
|
|
2015
Q4 | $26K | Buy |
325
+50
| +18% | +$4K | 0.01% | 257 |
|
|
2015
Q3 | $16K | Hold |
275
| – | – | 0.01% | 298 |
|
|
2015
Q2 | $23K | Hold |
275
| – | – | 0.01% | 264 |
|
|
2015
Q1 | $23K | Hold |
275
| – | – | 0.01% | 275 |
|
|
2014
Q4 | $29K | Buy |
275
+125
| +83% | +$13.2K | 0.01% | 245 |
|
|
2014
Q3 | $13K | Buy |
+150
| New | +$13K | 0.01% | 333 |
|