Optimum Investment Advisors’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.8K | Sell |
245
-50
| -17% | -$5.67K | 0.01% | 401 |
|
|
2025
Q1 | $39K | Hold |
295
| – | – | 0.02% | 369 |
|
|
2024
Q4 | $25K | Hold |
295
| – | – | 0.01% | 407 |
|
|
2024
Q3 | $31.3K | Sell |
295
-50
| -14% | -$5.31K | 0.01% | 396 |
|
|
2024
Q2 | $24.8K | Sell |
345
-200
| -37% | -$14.4K | 0.01% | 421 |
|
|
2024
Q1 | $39.4K | Sell |
545
-10
| -2% | -$724 | 0.02% | 389 |
|
|
2023
Q4 | $43K | Sell |
555
-550
| -50% | -$42.6K | 0.02% | 370 |
|
|
2023
Q3 | $95.8K | Sell |
1,105
-5
| -0.5% | -$434 | 0.05% | 270 |
|
|
2023
Q2 | $92.5K | Hold |
1,110
| – | – | 0.05% | 283 |
|
|
2023
Q1 | $113K | Hold |
1,110
| – | – | 0.06% | 247 |
|
|
2022
Q4 | $97.8K | Sell |
1,110
-65
| -6% | -$5.73K | 0.05% | 266 |
|
|
2022
Q3 | $94K | Sell |
1,175
-260
| -18% | -$20.8K | 0.05% | 281 |
|
|
2022
Q2 | $163K | Buy |
1,435
+200
| +16% | +$22.7K | 0.08% | 211 |
|
|
2022
Q1 | $134K | Sell |
1,235
-1,175
| -49% | -$127K | 0.06% | 274 |
|
|
2021
Q4 | $286K | Buy |
2,410
+600
| +33% | +$71.2K | 0.11% | 178 |
|
|
2021
Q3 | $268K | Sell |
1,810
-1,298
| -42% | -$192K | 0.11% | 178 |
|
|
2021
Q2 | $705K | Sell |
3,108
-526
| -14% | -$119K | 0.22% | 97 |
|
|
2021
Q1 | $824K | Sell |
3,634
-211
| -5% | -$47.8K | 0.24% | 93 |
|
|
2020
Q4 | $895K | Hold |
3,845
| – | – | 0.27% | 86 |
|
|
2020
Q3 | $1.13M | Sell |
3,845
-350
| -8% | -$103K | 0.38% | 57 |
|
|
2020
Q2 | $905K | Buy |
4,195
+877
| +26% | +$189K | 0.32% | 73 |
|
|
2020
Q1 | $645K | Buy |
3,318
+880
| +36% | +$171K | 0.26% | 88 |
|
|
2019
Q4 | $517K | Hold |
2,438
| – | – | 0.15% | 158 |
|
|
2019
Q3 | $408K | Buy |
2,438
+48
| +2% | +$8.03K | 0.13% | 174 |
|
|
2019
Q2 | $405K | Buy |
2,390
+525
| +28% | +$89K | 0.13% | 171 |
|
|
2019
Q1 | $340K | Buy |
1,865
+350
| +23% | +$63.8K | 0.11% | 192 |
|
|
2018
Q4 | $208K | Sell |
1,515
-997
| -40% | -$137K | 0.07% | 252 |
|
|
2018
Q3 | $414K | Buy |
2,512
+32
| +1% | +$5.27K | 0.11% | 177 |
|
|
2018
Q2 | $460K | Buy |
2,480
+50
| +2% | +$9.27K | 0.13% | 168 |
|
|
2018
Q1 | $446K | Buy |
2,430
+740
| +44% | +$136K | 0.13% | 173 |
|
|
2017
Q4 | $291K | Buy |
1,690
+150
| +10% | +$25.8K | 0.09% | 240 |
|
|
2017
Q3 | $266K | Buy |
+1,540
| New | +$266K | 0.09% | 247 |
|
|
2015
Q1 | $311K | Sell |
3,735
-3,835
| -51% | -$319K | 0.1% | 216 |
|
|
2014
Q4 | $502K | Buy |
7,570
+5,570
| +279% | +$369K | 0.16% | 151 |
|
|
2014
Q3 | $236K | Buy |
+2,000
| New | +$236K | 0.08% | 226 |
|