Kestra Private Wealth 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 | $661K | Sell |
331
-27
| -8% | -$53.9K | 0.01% | 912 |
|
|
2025
Q1 | $669K | Buy |
358
+43
| +14% | +$80.4K | 0.01% | 838 |
|
|
2024
Q4 | $544K | Buy |
315
+3
| +1% | +$5.18K | 0.01% | 884 |
|
|
2024
Q3 | $489K | Sell |
312
-38
| -11% | -$59.6K | 0.01% | 879 |
|
|
2024
Q2 | $551K | Sell |
350
-22
| -6% | -$34.7K | 0.01% | 790 |
|
|
2024
Q1 | $566K | Buy |
372
+16
| +4% | +$24.3K | 0.01% | 751 |
|
|
2023
Q4 | $505K | Buy |
356
+27
| +8% | +$38.3K | 0.01% | 724 |
|
|
2023
Q3 | $484K | Buy |
329
+34
| +12% | +$50.1K | 0.02% | 675 |
|
|
2023
Q2 | $408K | Buy |
295
+1
| +0.3% | +$1.38K | 0.01% | 706 |
|
|
2023
Q1 | $376K | Sell |
294
-10
| -3% | -$12.8K | 0.01% | 692 |
|
|
2022
Q4 | $401K | Buy |
304
+113
| +59% | +$149K | 0.02% | 582 |
|
|
2022
Q3 | $207K | Buy |
+191
| New | +$207K | 0.01% | 779 |
|