RegentAtlantic Capital’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-192
| Closed | -$248K | – | 685 |
|
|
2022
Q2 | $248K | Hold |
192
| – | – | 0.01% | 585 |
|
|
2022
Q1 | $283K | Sell |
192
-5
| -3% | -$7.37K | 0.01% | 583 |
|
|
2021
Q4 | $243K | Sell |
197
-15
| -7% | -$18.5K | 0.01% | 623 |
|
|
2021
Q3 | $253K | Hold |
212
| – | – | 0.01% | 588 |
|
|
2021
Q2 | $252K | Buy |
+212
| New | +$252K | 0.01% | 570 |
|
|
2020
Q1 | – | Sell |
-309
| Closed | -$353K | – | 451 |
|
|
2019
Q4 | $353K | Buy |
309
+17
| +6% | +$19.4K | 0.02% | 358 |
|
|
2019
Q3 | $345K | Sell |
292
-50
| -15% | -$59.1K | 0.02% | 352 |
|
|
2019
Q2 | $373K | Hold |
342
| – | – | 0.03% | 333 |
|
|
2019
Q1 | $341K | Hold |
342
| – | – | 0.02% | 338 |
|
|
2018
Q4 | $355K | Buy |
342
+2
| +0.6% | +$2.08K | 0.03% | 315 |
|
|
2018
Q3 | $404K | Buy |
340
+128
| +60% | +$152K | 0.03% | 314 |
|
|
2018
Q2 | $230K | Sell |
212
-21
| -9% | -$22.8K | 0.02% | 377 |
|
|
2018
Q1 | $273K | Sell |
233
-14
| -6% | -$16.4K | 0.02% | 354 |
|
|
2017
Q4 | $281K | Sell |
247
-10
| -4% | -$11.4K | 0.02% | 362 |
|
|
2017
Q3 | $274K | Sell |
257
-22
| -8% | -$23.5K | 0.02% | 350 |
|
|
2017
Q2 | $272K | Hold |
279
| – | – | 0.02% | 344 |
|
|
2017
Q1 | $272K | Buy |
279
+28
| +11% | +$27.3K | 0.03% | 343 |
|
|
2016
Q4 | $227K | Buy |
+251
| New | +$227K | 0.02% | 362 |
|
|
2015
Q1 | – | Sell |
-60
| Closed | -$41K | – | 686 |
|
|
2014
Q4 | $41K | Buy |
+60
| New | +$41K | ﹤0.01% | 624 |
|