Legacy 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 | – | Sell |
-6,589
| Closed | -$871K | – | 345 |
|
|
2025
Q1 | $871K | Buy |
6,589
+3,251
| +97% | +$430K | 0.15% | 115 |
|
|
2024
Q4 | $283K | Sell |
3,338
-164
| -5% | -$13.9K | 0.05% | 279 |
|
|
2024
Q3 | $372K | Buy |
3,502
+238
| +7% | +$25.3K | 0.06% | 242 |
|
|
2024
Q2 | $235K | Buy |
3,264
+271
| +9% | +$19.5K | 0.04% | 299 |
|
|
2024
Q1 | $217K | Buy |
+2,993
| New | +$217K | 0.04% | 299 |
|
|
2023
Q4 | – | Sell |
-3,035
| Closed | -$263K | – | 301 |
|
|
2023
Q3 | $263K | Buy |
3,035
+571
| +23% | +$49.5K | 0.05% | 213 |
|
|
2023
Q2 | $205K | Buy |
2,464
+468
| +23% | +$39K | 0.04% | 246 |
|
|
2023
Q1 | $204K | Sell |
1,996
-814
| -29% | -$83.2K | 0.04% | 237 |
|
|
2022
Q4 | $248K | Buy |
+2,810
| New | +$248K | 0.05% | 204 |
|
|
2022
Q3 | – | Sell |
-2,433
| Closed | -$277K | – | 225 |
|
|
2022
Q2 | $277K | Buy |
2,433
+278
| +13% | +$31.7K | 0.07% | 160 |
|
|
2022
Q1 | $234K | Buy |
+2,155
| New | +$234K | 0.05% | 205 |
|
|
2021
Q3 | – | Sell |
-1,564
| Closed | -$355K | – | 185 |
|
|
2021
Q2 | $355K | Buy |
+1,564
| New | +$355K | 0.09% | 104 |
|
|
2019
Q2 | – | Sell |
-83
| Closed | -$15K | – | 193 |
|
|
2019
Q1 | $15K | Sell |
83
-13
| -14% | -$2.35K | 0.01% | 520 |
|
|
2018
Q4 | $13K | Sell |
96
-9
| -9% | -$1.22K | 0.01% | 495 |
|
|
2018
Q3 | $17K | Sell |
105
-30
| -22% | -$4.86K | 0.01% | 396 |
|
|
2018
Q2 | $26K | Hold |
135
| – | – | 0.01% | 340 |
|
|
2018
Q1 | $23K | Sell |
135
-36
| -21% | -$6.13K | 0.01% | 347 |
|
|
2017
Q4 | $29K | Buy |
+171
| New | +$29K | 0.01% | 310 |
|