Raymond James Financial Services Advisors’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $38.1M | Sell |
24,312
-351
| -1% | -$551K | 0.05% | 344 |
|
|
2024
Q2 | $38.9M | Buy |
24,663
+2,398
| +11% | +$3.78M | 0.06% | 318 |
|
|
2024
Q1 | $33.9M | Buy |
22,265
+329
| +1% | +$501K | 0.05% | 346 |
|
|
2023
Q4 | $31.1M | Sell |
21,936
-3,081
| -12% | -$4.37M | 0.05% | 352 |
|
|
2023
Q3 | $36.8M | Buy |
25,017
+1,061
| +4% | +$1.56M | 0.07% | 275 |
|
|
2023
Q2 | $33.1M | Buy |
23,956
+229
| +1% | +$317K | 0.06% | 306 |
|
|
2023
Q1 | $30.3M | Buy |
23,727
+1,066
| +5% | +$1.36M | 0.06% | 308 |
|
|
2022
Q4 | $29.9M | Buy |
22,661
+698
| +3% | +$920K | 0.06% | 312 |
|
|
2022
Q3 | $23.8M | Buy |
21,963
+3,688
| +20% | +$4M | 0.05% | 348 |
|
|
2022
Q2 | $23.6M | Buy |
18,275
+1,825
| +11% | +$2.36M | 0.05% | 361 |
|
|
2022
Q1 | $24.3M | Buy |
16,450
+568
| +4% | +$838K | 0.05% | 388 |
|
|
2021
Q4 | $19.6M | Sell |
15,882
-157
| -1% | -$194K | 0.04% | 464 |
|
|
2021
Q3 | $19.2M | Buy |
16,039
+248
| +2% | +$296K | 0.04% | 455 |
|
|
2021
Q2 | $18.7M | Sell |
15,791
-184
| -1% | -$218K | 0.04% | 454 |
|
|
2021
Q1 | $18.2M | Buy |
15,975
+1,183
| +8% | +$1.35M | 0.04% | 429 |
|
|
2020
Q4 | $15.3M | Buy |
14,792
+2,298
| +18% | +$2.37M | 0.04% | 438 |
|
|
2020
Q3 | $12.2M | Buy |
12,494
+638
| +5% | +$621K | 0.03% | 439 |
|
|
2020
Q2 | $10.9M | Buy |
+11,856
| New | +$10.9M | 0.03% | 440 |
|
|
2020
Q1 | – | Sell |
-11,889
| Closed | -$13.6M | – | 2646 |
|
|
2019
Q4 | $13.6M | Buy |
11,889
+19
| +0.2% | +$21.7K | 0.04% | 413 |
|
|
2019
Q3 | $14M | Buy |
11,870
+303
| +3% | +$358K | 0.05% | 385 |
|
|
2019
Q2 | $12.6M | Buy |
11,567
+1,744
| +18% | +$1.9M | 0.05% | 393 |
|
|
2019
Q1 | $9.79M | Buy |
9,823
+1,110
| +13% | +$1.11M | 0.04% | 431 |
|
|
2018
Q4 | $9.05M | Buy |
8,713
+826
| +10% | +$857K | 0.05% | 377 |
|
|
2018
Q3 | $9.37M | Buy |
7,887
+755
| +11% | +$897K | 0.04% | 442 |
|
|
2018
Q2 | $7.73M | Buy |
7,132
+336
| +5% | +$364K | 0.04% | 463 |
|
|
2018
Q1 | $7.95M | Buy |
6,796
+2,075
| +44% | +$2.43M | 0.05% | 411 |
|
|
2017
Q4 | $5.38M | Buy |
4,721
+385
| +9% | +$439K | 0.03% | 510 |
|
|
2017
Q3 | $4.63M | Buy |
4,336
+330
| +8% | +$352K | 0.03% | 548 |
|
|
2017
Q2 | $3.91M | Buy |
4,006
+136
| +4% | +$133K | 0.03% | 602 |
|
|
2017
Q1 | $3.78M | Buy |
3,870
+268
| +7% | +$262K | 0.03% | 580 |
|
|
2016
Q4 | $3.26M | Sell |
3,602
-342
| -9% | -$309K | 0.03% | 581 |
|
|
2016
Q3 | $3.66M | Buy |
3,944
+284
| +8% | +$264K | 0.03% | 525 |
|
|
2016
Q2 | $3.49M | Buy |
3,660
+246
| +7% | +$234K | 0.03% | 519 |
|
|
2016
Q1 | $3.04M | Buy |
+3,414
| New | +$3.04M | 0.04% | 472 |
|