Charles Schwab’s Kingstone Companies KINS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Buy |
+32,773
| New | +$505K | ﹤0.01% | 3135 |
|
|
2019
Q2 | – | Sell |
-21,006
| Closed | -$310K | – | 3246 |
|
|
2019
Q1 | $310K | Hold |
21,006
| – | – | ﹤0.01% | 2929 |
|
|
2018
Q4 | $372K | Buy |
21,006
+1,500
| +8% | +$26.6K | ﹤0.01% | 2863 |
|
|
2018
Q3 | $371K | Buy |
19,506
+4,806
| +33% | +$91.4K | ﹤0.01% | 2941 |
|
|
2018
Q2 | $249K | Hold |
14,700
| – | – | ﹤0.01% | 3026 |
|
|
2018
Q1 | $247K | Hold |
14,700
| – | – | ﹤0.01% | 2938 |
|
|
2017
Q4 | $277K | Hold |
14,700
| – | – | ﹤0.01% | 2896 |
|
|
2017
Q3 | $240K | Hold |
14,700
| – | – | ﹤0.01% | 2952 |
|
|
2017
Q2 | $225K | Buy |
+14,700
| New | +$225K | ﹤0.01% | 2987 |
|