Dimensional Fund Advisors’s Kingsway Financial Services KFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-33,619
| Closed | -$266K | – | 3302 |
|
|
2025
Q1 | $266K | Sell |
33,619
-55,792
| -62% | -$442K | ﹤0.01% | 3092 |
|
|
2024
Q4 | $748K | Buy |
89,411
+11,315
| +14% | +$94.7K | ﹤0.01% | 2967 |
|
|
2024
Q3 | $647K | Buy |
78,096
+59,681
| +324% | +$494K | ﹤0.01% | 2989 |
|
|
2024
Q2 | $152K | Sell |
18,415
-8,680
| -32% | -$71.5K | ﹤0.01% | 3200 |
|
|
2024
Q1 | $226K | Hold |
27,095
| – | – | ﹤0.01% | 3175 |
|
|
2023
Q4 | $228K | Hold |
27,095
| – | – | ﹤0.01% | 3177 |
|
|
2023
Q3 | $205K | Buy |
27,095
+1,261
| +5% | +$9.52K | ﹤0.01% | 3211 |
|
|
2023
Q2 | $211K | Sell |
25,834
-19,570
| -43% | -$159K | ﹤0.01% | 3229 |
|
|
2023
Q1 | $400K | Hold |
45,404
| – | – | ﹤0.01% | 3075 |
|
|
2022
Q4 | $360 | Sell |
45,404
-4,134
| -8% | -$33 | ﹤0.01% | 3100 |
|
|
2022
Q3 | $343K | Hold |
49,538
| – | – | ﹤0.01% | 3128 |
|
|
2022
Q2 | $282K | Hold |
49,538
| – | – | ﹤0.01% | 3190 |
|
|
2022
Q1 | $272K | Hold |
49,538
| – | – | ﹤0.01% | 3263 |
|
|
2021
Q4 | $271K | Hold |
49,538
| – | – | ﹤0.01% | 3294 |
|
|
2021
Q3 | $265K | Hold |
49,538
| – | – | ﹤0.01% | 3301 |
|
|
2021
Q2 | $248K | Hold |
49,538
| – | – | ﹤0.01% | 3296 |
|
|
2021
Q1 | $230K | Hold |
49,538
| – | – | ﹤0.01% | 3268 |
|
|
2020
Q4 | $233K | Hold |
49,538
| – | – | ﹤0.01% | 3206 |
|
|
2020
Q3 | $146K | Sell |
49,538
-2,175
| -4% | -$6.41K | ﹤0.01% | 3234 |
|
|
2020
Q2 | $116K | Hold |
51,713
| – | – | ﹤0.01% | 3264 |
|
|
2020
Q1 | $102K | Sell |
51,713
-1,953
| -4% | -$3.85K | ﹤0.01% | 3272 |
|
|
2019
Q4 | $100K | Sell |
53,666
-6,601
| -11% | -$12.3K | ﹤0.01% | 3317 |
|
|
2019
Q3 | $133K | Sell |
60,267
-27,534
| -31% | -$60.8K | ﹤0.01% | 3322 |
|
|
2019
Q2 | $215K | Sell |
87,801
-54,337
| -38% | -$133K | ﹤0.01% | 3310 |
|
|
2019
Q1 | $441K | Sell |
142,138
-76,113
| -35% | -$236K | ﹤0.01% | 3182 |
|
|
2018
Q4 | $626K | Buy |
+218,251
| New | +$626K | ﹤0.01% | 3110 |
|