Next Financial Group’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $79K | Hold |
64
| – | – | 0.01% | 1286 |
|
|
2021
Q3 | $76K | Sell |
64
-2
| -3% | -$2.38K | 0.01% | 1237 |
|
|
2021
Q2 | $78K | Hold |
66
| – | – | 0.01% | 1220 |
|
|
2021
Q1 | $75K | Hold |
66
| – | – | 0.01% | 1126 |
|
|
2020
Q4 | $68K | Hold |
66
| – | – | 0.01% | 1093 |
|
|
2020
Q3 | $64K | Buy |
+66
| New | +$64K | 0.01% | 1018 |
|
|
2020
Q2 | – | Sell |
-66
| Closed | -$61K | – | 1379 |
|
|
2020
Q1 | $61K | Hold |
66
| – | – | 0.01% | 918 |
|
|
2019
Q4 | $75K | Hold |
66
| – | – | 0.01% | 1054 |
|
|
2019
Q3 | $78K | Hold |
66
| – | – | 0.01% | 990 |
|
|
2019
Q2 | $72K | Buy |
66
+19
| +40% | +$20.7K | 0.01% | 1042 |
|
|
2019
Q1 | $47K | Sell |
47
-14
| -23% | -$14K | 0.01% | 754 |
|
|
2018
Q4 | $63K | Buy |
61
+14
| +30% | +$14.5K | 0.01% | 735 |
|
|
2018
Q3 | $56K | Buy |
+47
| New | +$56K | 0.03% | 518 |
|
|
2017
Q4 | – | Sell |
-128
| Closed | -$137K | – | 947 |
|
|
2017
Q3 | $137K | Sell |
128
-78
| -38% | -$83.5K | 0.04% | 414 |
|
|
2017
Q2 | $201K | Hold |
206
| – | – | 0.05% | 351 |
|
|
2017
Q1 | $200K | Sell |
206
-666
| -76% | -$647K | 0.06% | 310 |
|
|
2016
Q4 | $789K | Sell |
872
-69
| -7% | -$62.4K | 0.14% | 169 |
|
|
2016
Q3 | $874K | Buy |
941
+721
| +328% | +$670K | 0.16% | 146 |
|
|
2016
Q2 | $209K | Buy |
220
+84
| +62% | +$79.8K | 0.07% | 288 |
|
|
2016
Q1 | $121K | Buy |
136
+12
| +10% | +$10.7K | 0.04% | 378 |
|
|
2015
Q4 | $109K | Sell |
124
-100
| -45% | -$87.9K | 0.04% | 396 |
|
|
2015
Q3 | $179K | Buy |
224
+53
| +31% | +$42.4K | 0.06% | 303 |
|
|
2015
Q2 | $136K | Buy |
171
+17
| +11% | +$13.5K | 0.05% | 389 |
|
|
2015
Q1 | $118K | Buy |
154
+7
| +5% | +$5.36K | 0.04% | 425 |
|
|
2014
Q4 | $100K | Sell |
147
-294
| -67% | -$200K | 0.03% | 450 |
|
|
2014
Q3 | $281K | Buy |
441
+437
| +10,925% | +$278K | 0.06% | 363 |
|
|
2014
Q2 | $3K | Buy |
+4
| New | +$3K | ﹤0.01% | 1020 |
|