Patriot Financial Group Insurance Agency’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Buy |
4,798
+534
| +13% | +$60.6K | 0.06% | 297 |
|
|
2025
Q1 | $564K | Sell |
4,264
-609
| -12% | -$80.5K | 0.08% | 275 |
|
|
2024
Q4 | $413K | Buy |
4,873
+1,115
| +30% | +$94.5K | 0.06% | 313 |
|
|
2024
Q3 | $399K | Sell |
3,758
-1,235
| -25% | -$131K | 0.05% | 328 |
|
|
2024
Q2 | $359K | Sell |
4,993
-1,963
| -28% | -$141K | 0.05% | 323 |
|
|
2024
Q1 | $503K | Buy |
6,956
+3,088
| +80% | +$223K | 0.08% | 271 |
|
|
2023
Q4 | $300K | Sell |
3,868
-218
| -5% | -$16.9K | 0.06% | 330 |
|
|
2023
Q3 | $354K | Buy |
4,086
+465
| +13% | +$40.3K | 0.07% | 298 |
|
|
2023
Q2 | $302K | Sell |
3,621
-705
| -16% | -$58.8K | 0.06% | 337 |
|
|
2023
Q1 | $442K | Sell |
4,326
-142
| -3% | -$14.5K | 0.09% | 246 |
|
|
2022
Q4 | $394K | Sell |
4,468
-1,556
| -26% | -$137K | 0.05% | 252 |
|
|
2022
Q3 | $482K | Buy |
6,024
+421
| +8% | +$33.7K | 0.12% | 200 |
|
|
2022
Q2 | $637K | Sell |
5,603
-5,084
| -48% | -$578K | 0.13% | 167 |
|
|
2022
Q1 | $1.16M | Buy |
10,687
+1,622
| +18% | +$177K | 0.21% | 112 |
|
|
2021
Q4 | $1.08M | Buy |
9,065
+2,452
| +37% | +$291K | 0.18% | 125 |
|
|
2021
Q3 | $976K | Buy |
6,613
+39
| +0.6% | +$5.76K | 0.17% | 131 |
|
|
2021
Q2 | $1.49M | Buy |
6,574
+4,714
| +253% | +$1.07M | 0.27% | 79 |
|
|
2021
Q1 | $422K | Sell |
1,860
-1,023
| -35% | -$232K | 0.1% | 220 |
|
|
2020
Q4 | $671K | Buy |
2,883
+886
| +44% | +$206K | 0.17% | 134 |
|
|
2020
Q3 | $587K | Buy |
1,997
+345
| +21% | +$101K | 0.19% | 115 |
|
|
2020
Q2 | $356K | Buy |
1,652
+32
| +2% | +$6.9K | 0.14% | 157 |
|
|
2020
Q1 | $315K | Buy |
1,620
+691
| +74% | +$134K | 0.14% | 155 |
|
|
2019
Q4 | $197K | Sell |
929
-91
| -9% | -$19.3K | 0.07% | 227 |
|
|
2019
Q3 | $171K | Buy |
1,020
+237
| +30% | +$39.7K | 0.08% | 227 |
|
|
2019
Q2 | $137K | Buy |
783
+199
| +34% | +$34.8K | 0.06% | 250 |
|
|
2019
Q1 | $107K | Buy |
584
+281
| +93% | +$51.5K | 0.05% | 260 |
|
|
2018
Q4 | $42K | Buy |
303
+100
| +49% | +$13.9K | 0.03% | 351 |
|
|
2018
Q3 | $33K | Buy |
203
+103
| +103% | +$16.7K | 0.02% | 379 |
|
|
2018
Q2 | $19K | Hold |
100
| – | – | 0.02% | 293 |
|
|
2018
Q1 | $18K | Hold |
100
| – | – | 0.01% | 486 |
|
|
2017
Q4 | $19K | Sell |
100
-50
| -33% | -$9.5K | 0.01% | 466 |
|
|
2017
Q3 | $27K | Hold |
150
| – | – | 0.02% | 352 |
|
|
2017
Q2 | $22K | Hold |
150
| – | – | 0.02% | 363 |
|
|
2017
Q1 | $16K | Buy |
+150
| New | +$16K | 0.02% | 404 |
|