Stratos Wealth Partners’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-140
| Closed | -$242K | – | 1464 |
|
|
2024
Q4 | $242K | Sell |
140
-122
| -47% | -$211K | ﹤0.01% | 1261 |
|
|
2024
Q3 | $411K | Buy |
262
+86
| +49% | +$135K | 0.01% | 1010 |
|
|
2024
Q2 | $277K | Sell |
176
-19
| -10% | -$29.9K | ﹤0.01% | 1117 |
|
|
2024
Q1 | $297K | Buy |
195
+37
| +23% | +$56.3K | ﹤0.01% | 1105 |
|
|
2023
Q4 | $224K | Hold |
158
| – | – | ﹤0.01% | 1217 |
|
|
2023
Q3 | $233K | Buy |
+158
| New | +$233K | 0.01% | 1109 |
|
|
2020
Q1 | – | Sell |
-231
| Closed | -$264K | – | 992 |
|
|
2019
Q4 | $264K | Hold |
231
| – | – | 0.01% | 798 |
|
|
2019
Q3 | $273K | Buy |
231
+29
| +14% | +$34.3K | 0.01% | 756 |
|
|
2019
Q2 | $220K | Sell |
202
-132
| -40% | -$144K | 0.01% | 846 |
|
|
2019
Q1 | $333K | Sell |
334
-20
| -6% | -$19.9K | 0.02% | 667 |
|
|
2018
Q4 | $367K | Sell |
354
-134
| -27% | -$139K | 0.02% | 604 |
|
|
2018
Q3 | $580K | Sell |
488
-37
| -7% | -$44K | 0.03% | 489 |
|
|
2018
Q2 | $569K | Buy |
525
+47
| +10% | +$50.9K | 0.03% | 534 |
|
|
2018
Q1 | $559K | Sell |
478
-34
| -7% | -$39.8K | 0.02% | 517 |
|
|
2017
Q4 | $583K | Buy |
512
+25
| +5% | +$28.5K | 0.03% | 486 |
|
|
2017
Q3 | $520K | Buy |
487
+26
| +6% | +$27.8K | 0.02% | 501 |
|
|
2017
Q2 | $450K | Buy |
461
+3
| +0.7% | +$2.93K | 0.02% | 495 |
|
|
2017
Q1 | $447K | Buy |
458
+16
| +4% | +$15.6K | 0.03% | 450 |
|
|
2016
Q4 | $400K | Hold |
442
| – | – | 0.02% | 447 |
|
|
2016
Q3 | $411K | Sell |
442
-6
| -1% | -$5.58K | 0.03% | 401 |
|
|
2016
Q2 | $427K | Buy |
448
+115
| +35% | +$110K | 0.03% | 365 |
|
|
2016
Q1 | $297K | Buy |
+333
| New | +$297K | 0.03% | 420 |
|