Mark Sheptoff Financial Planning’s Alibaba BABA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-25
Closed -$4.47K 510
2025
Q3
$4.47K Hold
25
﹤0.01% 421
2025
Q2
$2.83K Hold
25
﹤0.01% 444
2025
Q1
$3.31K Hold
25
﹤0.01% 397
2024
Q4
$2.12K Hold
25
﹤0.01% 396
2024
Q3
$2.65K Hold
25
﹤0.01% 389
2024
Q2
$1.8K Hold
25
﹤0.01% 394
2024
Q1
$1.81K Hold
25
﹤0.01% 361
2023
Q4
$1.94K Hold
25
﹤0.01% 358
2023
Q3
$2.17K Hold
25
﹤0.01% 336
2023
Q2
$2.08K Hold
25
﹤0.01% 346
2023
Q1
$2.56K Hold
25
﹤0.01% 336
2022
Q4
$2.2K Hold
25
﹤0.01% 349
2022
Q3
$2K Hold
25
﹤0.01% 320
2022
Q2
$3K Hold
25
﹤0.01% 318
2022
Q1
$3K Hold
25
﹤0.01% 360
2021
Q4
$3K Hold
25
﹤0.01% 386
2021
Q3
$4K Sell
25
-300
-92% -$54.6K ﹤0.01% 346
2021
Q2
$74K Sell
325
-200
-38% -$44.4K 0.04% 154
2021
Q1
$119K Hold
525
0.07% 120
2020
Q4
$122K Buy
525
+425
+425% +$118K 0.07% 121
2020
Q3
$29K Sell
100
-300
-75% -$79K 0.02% 170
2020
Q2
$86K Sell
400
-3,093
-89% -$644K 0.06% 123
2020
Q1
$679K Sell
3,493
-225
-6% -$47K 0.51% 38
2019
Q4
$789K Buy
3,718
+2,600
+233% +$488K 0.5% 42
2019
Q3
$187K Buy
1,118
+405
+57% +$69.6K 0.13% 94
2019
Q2
$121K Buy
713
+200
+39% +$34.5K 0.08% 109
2019
Q1
$94K Hold
513
0.07% 117
2018
Q4
$70K Sell
513
-12,855
-96% -$1.9M 0.06% 118
2018
Q3
$2.2M Buy
13,368
+700
+6% +$124K 1.51% 19
2018
Q2
$2.35M Buy
12,668
+500
+4% +$95.3K 1.74% 15
2018
Q1
$2.23M Buy
12,168
+315
+3% +$59.3K 1.55% 16
2017
Q4
$2.04M Buy
11,853
+725
+7% +$130K 1.33% 19
2017
Q3
$1.92M Buy
11,128
+3,850
+53% +$624K 1.29% 19
2017
Q2
$1.02M Buy
7,278
+7,254
+30,225% +$896K 0.7% 40
2017
Q1
$2K Buy
24
+1
+4% +$102 ﹤0.01% 334
2016
Q4
$2K Hold
23
﹤0.01% 325
2016
Q3
$2K Buy
+23
New +$2.13K ﹤0.01% 322
2015
Q3
Sell
-100
Closed -$8K 400
2015
Q2
$8K Hold
100
0.01% 281
2015
Q1
$8K Buy
100
+40
+67% +$3.61K 0.01% 273
2014
Q4
$6K Buy
+60
New +$6.16K 0.01% 284

Other funds holding BABA

Mark Sheptoff Financial Planning's BABA Position: Q4 2025 in Review

Mark Sheptoff Financial Planning sold out of Alibaba (BABA) in Q4 2025, closing a stake of 25 shares — an estimated $4.47K sold.

Mark Sheptoff Financial Planning first reported a position in BABA in Q4 2014 and held it in 40 quarters. The position peaked at $2.35M in Q2 2018. 1,434 funds tracked by Wall St. Rank hold BABA as of Q4 2025.

  • Mark Sheptoff Financial Planning reported no remaining Alibaba position as of Q4 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 25 Alibaba shares in Q4 2025, an estimated $4.47K.
  • Mark Sheptoff Financial Planning first reported a position in Alibaba in Q4 2014 and held it in 40 quarters.
  • Mark Sheptoff Financial Planning's Alibaba position peaked at $2.35M in Q2 2018.
  • 1,434 funds tracked by Wall St. Rank held Alibaba as of Q4 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2025, filed 12 Feb 2026.