IFP Advisors’s Kestrel Group, Ltd. KG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 4697 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4085 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3840 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3753 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3603 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3475 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3322 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3277 |
|
|
2019
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 2972 |
|
|
2017
Q4 | – | Sell |
-10
| Closed | -$2K | – | 3928 |
|
|
2017
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 3717 |
|
|
2017
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 3704 |
|
|
2017
Q1 | $3K | Buy |
10
+3
| +43% | +$900 | ﹤0.01% | 3504 |
|
|
2016
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 3621 |
|
|
2016
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 3570 |
|
|
2016
Q2 | $2K | Sell |
7
-2
| -22% | -$571 | ﹤0.01% | 3466 |
|
|
2016
Q1 | $0 | Sell |
9
-4
| -31% | – | ﹤0.01% | 2990 |
|
|
2015
Q4 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 3066 |
|