Kestra Advisory Services’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 | $1M | Buy |
501
+65
| +15% | +$130K | ﹤0.01% | 1473 |
|
|
2025
Q1 | $815K | Sell |
436
-39
| -8% | -$72.9K | ﹤0.01% | 1511 |
|
|
2024
Q4 | $820K | Sell |
475
-97
| -17% | -$167K | ﹤0.01% | 1524 |
|
|
2024
Q3 | $897K | Sell |
572
-51
| -8% | -$80K | ﹤0.01% | 1384 |
|
|
2024
Q2 | $933K | Sell |
623
-16
| -3% | -$24K | 0.01% | 1362 |
|
|
2024
Q1 | $972K | Buy |
639
+20
| +3% | +$30.4K | 0.01% | 1260 |
|
|
2023
Q4 | $879K | Hold |
619
| – | – | 0.01% | 1197 |
|
|
2023
Q3 | $911K | Buy |
619
+6
| +1% | +$8.84K | 0.01% | 1039 |
|
|
2023
Q2 | $848K | Sell |
613
-58
| -9% | -$80.2K | 0.01% | 1059 |
|
|
2023
Q1 | $857K | Sell |
671
-585
| -47% | -$747K | 0.01% | 1015 |
|
|
2022
Q4 | $1.65M | Buy |
1,256
+377
| +43% | +$497K | 0.01% | 824 |
|
|
2022
Q3 | $953K | Buy |
879
+68
| +8% | +$73.7K | 0.01% | 993 |
|
|
2022
Q2 | $1.05M | Sell |
811
-8
| -1% | -$10.3K | 0.01% | 958 |
|
|
2022
Q1 | $1.21M | Sell |
819
-119
| -13% | -$176K | 0.01% | 875 |
|
|
2021
Q4 | $1.16M | Sell |
938
-73
| -7% | -$90K | 0.01% | 919 |
|
|
2021
Q3 | $1.21M | Sell |
1,011
-153
| -13% | -$183K | 0.01% | 914 |
|
|
2021
Q2 | $1.38M | Sell |
1,164
-90
| -7% | -$107K | 0.02% | 792 |
|
|
2021
Q1 | $1.43M | Buy |
1,254
+398
| +46% | +$454K | 0.02% | 720 |
|
|
2020
Q4 | $873K | Buy |
856
+849
| +12,129% | +$866K | 0.01% | 922 |
|
|
2020
Q3 | $671K | Buy |
+7
| New | +$671K | 0.01% | 759 |
|