Summit Place Financial Advisors’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Sell |
2,770
-600
| -18% | -$68K | 0.16% | 77 |
|
|
2025
Q1 | $446K | Buy |
3,370
+200
| +6% | +$26.4K | 0.25% | 69 |
|
|
2024
Q4 | $269K | Sell |
3,170
-1,355
| -30% | -$115K | 0.15% | 81 |
|
|
2024
Q3 | $480K | Sell |
4,525
-3,650
| -45% | -$387K | 0.27% | 67 |
|
|
2024
Q2 | $589K | Sell |
8,175
-925
| -10% | -$66.6K | 0.35% | 63 |
|
|
2024
Q1 | $658K | Sell |
9,100
-12,060
| -57% | -$873K | 0.39% | 65 |
|
|
2023
Q4 | $1.64M | Sell |
21,160
-3,640
| -15% | -$282K | 1.07% | 41 |
|
|
2023
Q3 | $2.15M | Sell |
24,800
-3,275
| -12% | -$284K | 1.53% | 31 |
|
|
2023
Q2 | $2.34M | Sell |
28,075
-1,395
| -5% | -$116K | 1.52% | 35 |
|
|
2023
Q1 | $3.01M | Sell |
29,470
-905
| -3% | -$92.5K | 2.14% | 8 |
|
|
2022
Q4 | $2.68M | Buy |
30,375
+11,180
| +58% | +$985K | 2.2% | 9 |
|
|
2022
Q3 | $1.54M | Buy |
19,195
+3,200
| +20% | +$256K | 1.43% | 32 |
|
|
2022
Q2 | $1.82M | Buy |
15,995
+2,140
| +15% | +$243K | 1.53% | 19 |
|
|
2022
Q1 | $1.51M | Buy |
13,855
+3,710
| +37% | +$404K | 1.01% | 46 |
|
|
2021
Q4 | $1.21M | Sell |
10,145
-675
| -6% | -$80.2K | 0.83% | 46 |
|
|
2021
Q3 | $1.6M | Buy |
10,820
+1,300
| +14% | +$192K | 1.17% | 37 |
|
|
2021
Q2 | $2.16M | Buy |
9,520
+1,580
| +20% | +$358K | 1.59% | 24 |
|
|
2021
Q1 | $1.8M | Buy |
7,940
+500
| +7% | +$113K | 1.45% | 29 |
|
|
2020
Q4 | $1.73M | Buy |
7,440
+850
| +13% | +$198K | 1.5% | 34 |
|
|
2020
Q3 | $1.94M | Buy |
+6,590
| New | +$1.94M | 1.94% | 13 |
|