Belpointe Asset Management’s Kingsway Financial Services KFS Stock Holding History

Belpointe Asset Management’s Portfolio KFS Stock Details KFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.21M	Sell	385,058 -23,797	-6%	-$322K	0.22%	82
2025 Q1	$3.24M	Sell	408,855 -3,038	-0.7%	-$24.1K	0.17%	117
2024 Q4	$3.41M	Sell	411,893 -2,600	-0.6%	-$21.6K	0.21%	98
2024 Q3	$3.43M	Buy	414,493 +900	+0.2%	+$7.45K	0.21%	95
2024 Q2	$3.41M	Buy	413,593 +3,644	+0.9%	+$30K	0.24%	82
2024 Q1	$3.42M	Sell	409,949 -8,229	-2%	-$68.6K	0.26%	76
2023 Q4	$3.51M	Sell	418,178 -3,700	-0.9%	-$31.1K	0.31%	58
2023 Q3	$3.19M	Buy	421,878 +324,534	+333%	+$2.45M	0.33%	52
2023 Q2	$793K	Sell	97,344 -98,199	-50%	-$800K	0.08%	226
2023 Q1	$1.72M	Sell	195,543 -43,148	-18%	-$380K	0.09%	227
2022 Q4	$1.89M	Buy	238,691 +145,293	+156%	+$1.15M	0.11%	183
2022 Q3	$648K	Buy	93,398 +12,711	+16%	+$88.2K	0.04%	419
2022 Q2	$460K	Sell	80,687 -518	-0.6%	-$2.95K	0.03%	518
2022 Q1	$446K	Buy	81,205 +900	+1%	+$4.94K	0.03%	578
2021 Q4	$440K	Buy	80,305 +2,553	+3%	+$14K	0.03%	561
2021 Q3	$417K	Sell	77,752 -2,967	-4%	-$15.9K	0.03%	564
2021 Q2	$404K	Sell	80,719 -18,076	-18%	-$90.5K	0.03%	565
2021 Q1	$459K	Sell	98,795 -3,001	-3%	-$13.9K	0.04%	462
2020 Q4	$478K	Sell	101,796 -14,300	-12%	-$67.1K	0.04%	418
2020 Q3	$342K	Hold	116,096	–	–	0.04%	402
2020 Q2	$260K	Hold	116,096	–	–	0.03%	450
2020 Q1	$230K	Buy	116,096 +5,000	+5%	+$9.91K	0.04%	398
2019 Q4	$207K	Sell	111,096 -4,100	-4%	-$7.64K	0.03%	527
2019 Q3	$255K	Hold	115,196	–	–	0.04%	421
2019 Q2	$282K	Buy	115,196 +3,000	+3%	+$7.34K	0.06%	340
2019 Q1	$348K	Buy	112,196 +3,600	+3%	+$11.2K	0.07%	216
2018 Q4	$312K	Sell	108,596 -6,700	-6%	-$19.2K	0.08%	272
2018 Q3	$323K	Buy	115,296 +13,300	+13%	+$37.3K	0.05%	343
2018 Q2	$280K	Buy	101,996 +10,000	+11%	+$27.5K	0.08%	274
2018 Q1	$368K	Buy	91,996 +6,700	+8%	+$26.8K	0.11%	218
2017 Q4	$431K	Buy	85,296 +3,000	+4%	+$15.2K	0.09%	265
2017 Q3	$502K	Buy	+82,296	New	+$502K	0.12%	189