Sterling Investment Advisors (Pennsylvania)’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 |
-1,617
| Closed | -$214K | – | 184 |
|
2025
Q1 | $214K | Buy |
+1,617
| New | +$214K | 0.05% | 168 |
|
2024
Q4 | – | Sell |
-2,188
| Closed | -$232K | – | 163 |
|
2024
Q3 | $232K | Buy |
+2,188
| New | +$232K | 0.06% | 138 |
|
2022
Q3 | – | Sell |
-1,751
| Closed | -$199K | – | 166 |
|
2022
Q2 | $199K | Buy |
1,751
+246
| +16% | +$28K | 0.07% | 136 |
|
2022
Q1 | $164K | Buy |
1,505
+311
| +26% | +$33.9K | 0.05% | 155 |
|
2021
Q4 | $142K | Sell |
1,194
-710
| -37% | -$84.4K | 0.04% | 170 |
|
2021
Q3 | $282K | Buy |
1,904
+125
| +7% | +$18.5K | 0.08% | 130 |
|
2021
Q2 | $403K | Buy |
1,779
+75
| +4% | +$17K | 0.12% | 117 |
|
2021
Q1 | $386K | Buy |
1,704
+475
| +39% | +$108K | 0.12% | 114 |
|
2020
Q4 | $286K | Buy |
1,229
+100
| +9% | +$23.3K | 0.1% | 115 |
|
2020
Q3 | $332K | Hold |
1,129
| – | – | 0.13% | 106 |
|
2020
Q2 | $243K | Sell |
1,129
-125
| -10% | -$26.9K | 0.1% | 113 |
|
2020
Q1 | $243K | Sell |
1,254
-405
| -24% | -$78.5K | 0.13% | 101 |
|
2019
Q4 | $351K | Buy |
1,659
+51
| +3% | +$10.8K | 0.16% | 89 |
|
2019
Q3 | $269K | Buy |
1,608
+525
| +48% | +$87.8K | 0.14% | 93 |
|
2019
Q2 | $184K | Buy |
1,083
+350
| +48% | +$59.5K | 0.09% | 120 |
|
2019
Q1 | $134K | Hold |
733
| – | – | 0.07% | 132 |
|
2018
Q4 | $100K | Sell |
733
-250
| -25% | -$34.1K | 0.06% | 143 |
|
2018
Q3 | $162K | Buy |
983
+129
| +15% | +$21.3K | 0.09% | 125 |
|
2018
Q2 | $158K | Sell |
854
-10
| -1% | -$1.85K | 0.09% | 119 |
|
2018
Q1 | $159K | Buy |
864
+265
| +44% | +$48.8K | 0.1% | 114 |
|
2017
Q4 | $103K | Buy |
599
+100
| +20% | +$17.2K | 0.06% | 141 |
|
2017
Q3 | $86K | Hold |
499
| – | – | 0.06% | 142 |
|
2017
Q2 | $70K | Buy |
499
+99
| +25% | +$13.9K | 0.05% | 158 |
|
2017
Q1 | $43K | Buy |
400
+45
| +13% | +$4.84K | 0.03% | 185 |
|
2016
Q4 | $31K | Buy |
+355
| New | +$31K | 0.02% | 180 |
|