Next Financial Group’s Alibaba BABA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$721K Sell
6,068
-1,511
-20% -$180K 0.05% 410
2021
Q3
$1.12M Sell
7,579
-819
-10% -$121K 0.09% 250
2021
Q2
$1.9M Buy
8,398
+1,759
+26% +$399K 0.15% 153
2021
Q1
$1.51M Buy
6,639
+878
+15% +$199K 0.13% 169
2020
Q4
$1.34M Sell
5,761
-2,258
-28% -$526K 0.13% 167
2020
Q3
$2.36M Buy
8,019
+914
+13% +$269K 0.25% 97
2020
Q2
$1.53M Buy
7,105
+191
+3% +$41.2K 0.18% 139
2020
Q1
$1.35M Buy
6,914
+849
+14% +$165K 0.17% 128
2019
Q4
$1.29M Buy
6,065
+2,007
+49% +$426K 0.13% 184
2019
Q3
$679K Sell
4,058
-1,295
-24% -$217K 0.07% 292
2019
Q2
$907K Buy
5,353
+1,217
+29% +$206K 0.1% 242
2019
Q1
$755K Sell
4,136
-4,003
-49% -$731K 0.19% 70
2018
Q4
$1.12M Buy
8,139
+2,731
+50% +$374K 0.23% 104
2018
Q3
$891K Buy
5,408
+1,045
+24% +$172K 0.41% 48
2018
Q2
$809K Sell
4,363
-3,026
-41% -$561K 0.31% 86
2018
Q1
$1.36M Buy
7,389
+2,212
+43% +$406K 0.29% 96
2017
Q4
$893K Sell
5,177
-4,356
-46% -$751K 0.38% 79
2017
Q3
$1.7M Buy
9,533
+4,518
+90% +$806K 0.47% 47
2017
Q2
$707K Buy
5,015
+254
+5% +$35.8K 0.17% 136
2017
Q1
$550K Sell
4,761
-963
-17% -$111K 0.15% 147
2016
Q4
$503K Sell
5,724
-380
-6% -$33.4K 0.09% 257
2016
Q3
$646K Buy
6,104
+1,184
+24% +$125K 0.12% 197
2016
Q2
$391K Buy
4,920
+126
+3% +$10K 0.12% 176
2016
Q1
$378K Buy
4,794
+1,167
+32% +$92K 0.13% 162
2015
Q4
$294K Buy
3,627
+1,620
+81% +$131K 0.11% 185
2015
Q3
$118K Sell
2,007
-2,146
-52% -$126K 0.04% 388
2015
Q2
$341K Buy
4,153
+133
+3% +$10.9K 0.12% 188
2015
Q1
$334K Buy
4,020
+10
+0.2% +$831 0.11% 208
2014
Q4
$417K Buy
4,010
+98
+3% +$10.2K 0.14% 161
2014
Q3
$348K Buy
+3,912
New +$348K 0.07% 317