North of South Capital’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $237M | Buy |
2,092,869
+264,005
| +14% | +$29.9M | 24.95% | 1 |
|
2025
Q1 | $242M | Sell |
1,828,864
-146,896
| -7% | -$19.4M | 27.01% | 1 |
|
2024
Q4 | $168M | Buy |
1,975,760
+300,432
| +18% | +$25.5M | 20.35% | 1 |
|
2024
Q3 | $178M | Buy |
1,675,328
+418,609
| +33% | +$44.4M | 26.96% | 1 |
|
2024
Q2 | $90.5M | Buy |
+1,256,719
| New | +$90.5M | 23.43% | 2 |
|