Summit Financial’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Sell |
4,611
-1,331
| -22% | -$154K | 0.01% | 563 |
|
|
2025
Q1 | $786K | Sell |
5,942
-333
| -5% | -$44K | 0.02% | 418 |
|
|
2024
Q4 | $532K | Buy |
6,275
+413
| +7% | +$35K | 0.02% | 441 |
|
|
2024
Q3 | $622K | Buy |
5,862
+1,550
| +36% | +$164K | 0.02% | 339 |
|
|
2024
Q2 | $316K | Buy |
+4,312
| New | +$316K | 0.01% | 408 |
|
|
2024
Q1 | – | Sell |
-2,589
| Closed | -$203K | – | 388 |
|
|
2023
Q4 | $203K | Buy |
+2,589
| New | +$203K | 0.01% | 343 |
|
|
2023
Q2 | – | Sell |
-2,191
| Closed | -$224K | – | 323 |
|
|
2023
Q1 | $224K | Sell |
2,191
-215
| -9% | -$22K | 0.02% | 233 |
|
|
2022
Q4 | $212K | Sell |
2,406
-601
| -20% | -$52.9K | 0.02% | 234 |
|
|
2022
Q3 | $241K | Buy |
3,007
+493
| +20% | +$39.4K | 0.02% | 223 |
|
|
2022
Q2 | $286K | Buy |
2,514
+94
| +4% | +$10.7K | 0.03% | 204 |
|
|
2022
Q1 | $263K | Buy |
2,420
+309
| +15% | +$33.6K | 0.02% | 223 |
|
|
2021
Q4 | $251K | Buy |
+2,111
| New | +$251K | 0.02% | 222 |
|