Signature Financial Management’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.55M | Sell |
1,497
-5,956
| -80% | -$6.18M | 0.37% | 31 |
|
|
2018
Q3 | $8.86M | Hold |
7,453
| – | – | 1.56% | 14 |
|
|
2018
Q2 | $8.08M | Sell |
7,453
-90
| -1% | -$97.6K | 1.71% | 13 |
|
|
2018
Q1 | $8.83M | Buy |
7,543
+6,042
| +403% | +$7.07M | 1.84% | 10 |
|
|
2017
Q4 | $1.71M | Sell |
1,501
-91
| -6% | -$104K | 0.46% | 33 |
|
|
2017
Q3 | $1.7M | Buy |
1,592
+4
| +0.3% | +$4.27K | 0.52% | 35 |
|
|
2017
Q2 | $1.55M | Sell |
1,588
-53
| -3% | -$51.8K | 0.49% | 36 |
|
|
2017
Q1 | $1.6M | Hold |
1,641
| – | – | 0.51% | 35 |
|
|
2016
Q4 | $1.48M | Hold |
1,641
| – | – | 0.56% | 38 |
|
|
2016
Q3 | $1.53M | Hold |
1,641
| – | – | 0.62% | 29 |
|
|
2016
Q2 | $1.56M | Hold |
1,641
| – | – | 0.73% | 27 |
|
|
2016
Q1 | $1.46M | Hold |
1,641
| – | – | 0.71% | 32 |
|
|
2015
Q4 | $1.45M | Sell |
1,641
-117
| -7% | -$103K | 0.71% | 27 |
|
|
2015
Q3 | $1.41M | Sell |
1,758
-65
| -4% | -$52.1K | 0.87% | 26 |
|
|
2015
Q2 | $1.46M | Buy |
1,823
+50
| +3% | +$40K | 0.94% | 23 |
|
|
2015
Q1 | $1.36M | Hold |
1,773
| – | – | 0.88% | 23 |
|
|
2014
Q4 | $1.21M | Sell |
1,773
-40
| -2% | -$27.3K | 0.85% | 24 |
|
|
2014
Q3 | $1.15M | Buy |
1,813
+87
| +5% | +$55.3K | 0.83% | 23 |
|
|
2014
Q2 | $1.13M | Hold |
1,726
| – | – | 0.86% | 21 |
|
|
2014
Q1 | $1.03M | Buy |
1,726
+40
| +2% | +$23.8K | 0.88% | 20 |
|
|
2013
Q4 | $978K | Buy |
1,686
+100
| +6% | +$58K | 0.76% | 26 |
|
|
2013
Q3 | $821K | Hold |
1,586
| – | – | 0.72% | 26 |
|
|
2013
Q2 | $835K | Buy |
+1,586
| New | +$835K | 0.57% | 25 |
|