Charles Schwab’s Kingsway Financial Services KFS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $699K | Buy |
51,592
+15,508
| +43% | +$210K | ﹤0.01% | 3017 |
|
2025
Q1 | $286K | Hold |
36,084
| – | – | ﹤0.01% | 3220 |
|
2024
Q4 | $302K | Buy |
36,084
+11
| +0% | +$92 | ﹤0.01% | 3270 |
|
2024
Q3 | $299K | Hold |
36,073
| – | – | ﹤0.01% | 3284 |
|
2024
Q2 | $297K | Buy |
36,073
+5,751
| +19% | +$47.4K | ﹤0.01% | 3370 |
|
2024
Q1 | $253K | Hold |
30,322
| – | – | ﹤0.01% | 3203 |
|
2023
Q4 | $255K | Hold |
30,322
| – | – | ﹤0.01% | 3244 |
|
2023
Q3 | $229K | Hold |
30,322
| – | – | ﹤0.01% | 3262 |
|
2023
Q2 | $247K | Buy |
+30,322
| New | +$247K | ﹤0.01% | 3274 |
|