Lido 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 | $439K | Buy |
219
+11
| +5% | +$22.1K | ﹤0.01% | 1038 |
|
|
2025
Q1 | $389K | Buy |
208
+10
| +5% | +$18.7K | ﹤0.01% | 1026 |
|
|
2024
Q4 | $342K | Hold |
198
| – | – | ﹤0.01% | 1058 |
|
|
2024
Q3 | $311K | Buy |
198
+6
| +3% | +$9.43K | ﹤0.01% | 1031 |
|
|
2024
Q2 | $303K | Buy |
192
+34
| +22% | +$53.7K | ﹤0.01% | 1001 |
|
|
2024
Q1 | $241K | Sell |
158
-1
| -0.6% | -$1.52K | ﹤0.01% | 1081 |
|
|
2023
Q4 | $225K | Sell |
159
-53
| -25% | -$75.1K | ﹤0.01% | 1046 |
|
|
2023
Q3 | $312K | Buy |
212
+17
| +9% | +$25K | ﹤0.01% | 810 |
|
|
2023
Q2 | $270K | Buy |
+195
| New | +$270K | ﹤0.01% | 880 |
|
|
2019
Q3 | – | Sell |
-214
| Closed | -$233K | – | 540 |
|
|
2019
Q2 | $233K | Sell |
214
-40
| -16% | -$43.6K | 0.01% | 434 |
|
|
2019
Q1 | $253K | Sell |
254
-921
| -78% | -$917K | 0.02% | 393 |
|
|
2018
Q4 | $1.22M | Buy |
1,175
+4
| +0.3% | +$4.15K | 0.12% | 98 |
|
|
2018
Q3 | $1.39M | Buy |
1,171
+250
| +27% | +$297K | 0.14% | 90 |
|
|
2018
Q2 | $998K | Hold |
921
| – | – | 0.11% | 103 |
|
|
2018
Q1 | $1.08M | Hold |
921
| – | – | 0.15% | 86 |
|
|
2017
Q4 | $1.05M | Hold |
921
| – | – | 0.15% | 75 |
|
|
2017
Q3 | $998K | Hold |
921
| – | – | 0.16% | 75 |
|
|
2017
Q2 | $899K | Hold |
921
| – | – | 0.19% | 69 |
|
|
2017
Q1 | $887K | Hold |
921
| – | – | 0.25% | 64 |
|
|
2016
Q4 | $833K | Buy |
+921
| New | +$833K | 0.21% | 49 |
|