Sowell Financial Services’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 | $2.69M | Sell |
1,345
-136
| -9% | -$272K | 0.11% | 192 |
|
|
2025
Q1 | $2.77M | Buy |
+1,481
| New | +$2.77M | 0.13% | 167 |
|
|
2023
Q2 | – | Sell |
-1,239
| Closed | -$1.58M | – | 721 |
|
|
2023
Q1 | $1.58M | Buy |
+1,239
| New | +$1.58M | 0.12% | 201 |
|
|
2021
Q2 | – | Sell |
-518
| Closed | -$621K | – | 1866 |
|
|
2021
Q1 | $621K | Sell |
518
-21
| -4% | -$25.2K | 0.02% | 565 |
|
|
2020
Q4 | $557K | Sell |
539
-34
| -6% | -$35.1K | 0.02% | 493 |
|
|
2020
Q3 | $558K | Sell |
573
-54
| -9% | -$52.6K | 0.03% | 442 |
|
|
2020
Q2 | $579K | Buy |
627
+193
| +44% | +$178K | 0.03% | 413 |
|
|
2020
Q1 | $403K | Buy |
434
+149
| +52% | +$138K | 0.03% | 454 |
|
|
2019
Q4 | $326K | Sell |
285
-9
| -3% | -$10.3K | 0.02% | 573 |
|
|
2019
Q3 | $347K | Buy |
+294
| New | +$347K | 0.03% | 496 |
|