Stamos Capital Partners’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-21,105
| Closed | -$2.79M | – | 139 |
|
2025
Q1 | $2.79M | Sell |
21,105
-20,595
| -49% | -$2.72M | 0.73% | 39 |
|
2024
Q4 | $3.54M | Buy |
41,700
+14,120
| +51% | +$1.2M | 0.83% | 34 |
|
2024
Q3 | $2.93M | Sell |
27,580
-13,260
| -32% | -$1.41M | 0.69% | 37 |
|
2024
Q2 | $2.94M | Sell |
40,840
-3,960
| -9% | -$285K | 0.62% | 39 |
|
2024
Q1 | $3.24M | Buy |
44,800
+16,400
| +58% | +$1.19M | 0.74% | 31 |
|
2023
Q4 | $2.2M | Buy |
+28,400
| New | +$2.2M | 0.6% | 49 |
|
2023
Q1 | – | Sell |
-44,800
| Closed | -$3.95M | – | 105 |
|
2022
Q4 | $3.95M | Buy |
+44,800
| New | +$3.95M | 1.25% | 22 |
|
2022
Q3 | – | Sell |
-70,310
| Closed | -$7.99M | – | 185 |
|
2022
Q2 | $7.99M | Buy |
70,310
+9,460
| +16% | +$1.08M | 2.42% | 18 |
|
2022
Q1 | $6.62M | Buy |
+60,850
| New | +$6.62M | 2.21% | 21 |
|
2020
Q1 | – | Sell |
-1,175
| Closed | -$249K | – | 82 |
|
2019
Q4 | $249K | Buy |
+1,175
| New | +$249K | 0.2% | 52 |
|
2019
Q2 | – | Sell |
-8,000
| Closed | -$1.47M | – | 58 |
|
2019
Q1 | $1.47M | Sell |
8,000
-4,300
| -35% | -$791K | 1.89% | 18 |
|
2018
Q4 | $1.69M | Buy |
+12,300
| New | +$1.69M | 1.27% | 29 |
|