LGT Financial Advisors’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 | $7.99K | Hold |
4
| – | – | 0.02% | 230 |
|
|
2025
Q1 | $7.48K | Sell |
4
-21
| -84% | -$39.3K | 0.02% | 191 |
|
|
2024
Q4 | $43.2K | Hold |
25
| – | – | 0.1% | 170 |
|
|
2024
Q3 | $39.2K | Sell |
25
-21
| -46% | -$32.9K | 0.1% | 163 |
|
|
2024
Q2 | $72.5K | Sell |
46
-174
| -79% | -$274K | 0.15% | 117 |
|
|
2024
Q1 | $335K | Sell |
220
-23
| -9% | -$35K | 0.39% | 54 |
|
|
2023
Q4 | $345K | Buy |
243
+23
| +10% | +$32.7K | 0.42% | 51 |
|
|
2023
Q3 | $324K | Sell |
220
-4
| -2% | -$5.89K | 0.41% | 55 |
|
|
2023
Q2 | $309K | Buy |
224
+4
| +2% | +$5.52K | 0.33% | 81 |
|
|
2023
Q1 | $280K | Sell |
220
-2
| -0.9% | -$2.55K | 0.52% | 57 |
|
|
2022
Q4 | $292K | Buy |
+222
| New | +$292K | 0.34% | 65 |
|