Lodestone Wealth Management’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 | $288K | Sell |
144
-7
| -5% | -$14K | 0.14% | 135 |
|
|
2025
Q1 | $282K | Sell |
151
-9
| -6% | -$16.8K | 0.15% | 125 |
|
|
2024
Q4 | $277K | Sell |
160
-1
| -0.6% | -$1.73K | 0.14% | 122 |
|
|
2024
Q3 | $253K | Sell |
161
-108
| -40% | -$170K | 0.13% | 128 |
|
|
2024
Q2 | $424K | Sell |
269
-4
| -1% | -$6.31K | 0.22% | 105 |
|
|
2024
Q1 | $416K | Sell |
273
-11
| -4% | -$16.8K | 0.22% | 105 |
|
|
2023
Q4 | $404K | Buy |
284
+2
| +0.7% | +$2.84K | 0.23% | 100 |
|
|
2023
Q3 | $416K | Buy |
282
+13
| +5% | +$19.2K | 0.29% | 80 |
|
|
2023
Q2 | $372K | Sell |
269
-1
| -0.4% | -$1.39K | 0.26% | 94 |
|
|
2023
Q1 | $345K | Buy |
+270
| New | +$345K | 0.27% | 91 |
|