RFG Advisory’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Hold |
694
| – | – | 0.03% | 371 |
|
|
2025
Q1 | $1.3M | Sell |
694
-72
| -9% | -$135K | 0.04% | 348 |
|
|
2024
Q4 | $1.32M | Sell |
766
-5
| -0.6% | -$8.63K | 0.04% | 323 |
|
|
2024
Q3 | $1.21M | Sell |
771
-7
| -0.9% | -$11K | 0.04% | 338 |
|
|
2024
Q2 | $1.23M | Hold |
778
| – | – | 0.04% | 317 |
|
|
2024
Q1 | $1.18M | Sell |
778
-3
| -0.4% | -$4.56K | 0.04% | 316 |
|
|
2023
Q4 | $1.11M | Buy |
781
+293
| +60% | +$416K | 0.04% | 306 |
|
|
2023
Q3 | $719K | Sell |
488
-7
| -1% | -$10.3K | 0.03% | 341 |
|
|
2023
Q2 | $685K | Sell |
495
-15
| -3% | -$20.7K | 0.03% | 364 |
|
|
2023
Q1 | $651K | Buy |
+510
| New | +$651K | 0.03% | 354 |
|
|
2022
Q4 | – | Sell |
-256
| Closed | -$312K | – | 646 |
|
|
2022
Q3 | $312K | Buy |
+256
| New | +$312K | 0.02% | 477 |
|