Kingsview Wealth Management’s Research Frontiers REFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-17,150
| Closed | -$8.92K | – | 1550 |
|
|
2026
Q2 | $8.92K | Sell |
17,150
-27,800
| -62% | -$22.3K | ﹤0.01% | 1423 |
|
|
2026
Q1 | $41.4K | Sell |
44,950
-58,110
| -56% | -$63.6K | ﹤0.01% | 1312 |
|
|
2025
Q4 | $135K | Sell |
103,060
-40,175
| -28% | -$67.8K | ﹤0.01% | 1203 |
|
|
2025
Q3 | $228K | Sell |
143,235
-15,165
| -10% | -$22.9K | ﹤0.01% | 1085 |
|
|
2025
Q2 | $260K | Sell |
158,400
-19,561
| -11% | -$28.7K | ﹤0.01% | 1000 |
|
|
2025
Q1 | $201K | Sell |
177,961
-3,855
| -2% | -$5.52K | ﹤0.01% | 1039 |
|
|
2024
Q4 | $311K | Sell |
181,816
-11,634
| -6% | -$22.8K | 0.01% | 891 |
|
|
2024
Q3 | $424K | Buy |
193,450
+45,400
| +31% | +$93.9K | 0.01% | 769 |
|
|
2024
Q2 | $272K | Buy |
148,050
+65,184
| +79% | +$114K | 0.01% | 873 |
|
|
2024
Q1 | $108K | Buy |
82,866
+68,500
| +477% | +$75.2K | ﹤0.01% | 996 |
|
|
2023
Q4 | $14.5K | Sell |
14,366
-360
| -2% | -$374 | ﹤0.01% | 939 |
|
|
2023
Q3 | $15.9K | Sell |
14,726
-8,775
| -37% | -$13.3K | ﹤0.01% | 925 |
|
|
2023
Q2 | $37.6K | Sell |
23,501
-5,500
| -19% | -$8.89K | ﹤0.01% | 895 |
|
|
2023
Q1 | $49.6K | Buy |
29,001
+500
| +2% | +$988 | ﹤0.01% | 867 |
|
|
2022
Q4 | $54.4K | Sell |
28,501
-7,000
| -20% | -$15.9K | ﹤0.01% | 827 |
|
|
2022
Q3 | $76K | Sell |
35,501
-500
| -1% | -$1.02K | ﹤0.01% | 797 |
|
|
2022
Q2 | $63K | Hold |
36,001
| – | – | ﹤0.01% | 794 |
|
|
2022
Q1 | $69.1K | Sell |
36,001
-1,250
| -3% | -$2.3K | ﹤0.01% | 840 |
|
|
2021
Q4 | $64K | Sell |
37,251
-4,500
| -11% | -$9.6K | ﹤0.01% | 901 |
|
|
2021
Q3 | $107K | Sell |
41,751
-5,100
| -11% | -$11.8K | 0.01% | 818 |
|
|
2021
Q2 | $110K | Buy |
46,851
+1,400
| +3% | +$3.49K | 0.01% | 842 |
|
|
2021
Q1 | $138K | Buy |
45,451
+12,675
| +39% | +$49.2K | 0.01% | 786 |
|
|
2020
Q4 | $92K | Sell |
32,776
-9,000
| -22% | -$25.4K | 0.01% | 680 |
|
|
2020
Q3 | $113K | Sell |
41,776
-4,000
| -9% | -$11.6K | 0.01% | 587 |
|
|
2020
Q2 | $186K | Hold |
45,776
| – | – | 0.02% | 545 |
|
|
2020
Q1 | $107K | Buy |
45,776
+9,300
| +25% | +$29.7K | 0.01% | 449 |
|
|
2019
Q4 | $110K | Sell |
36,476
-2,000
| -5% | -$6.41K | 0.01% | 451 |
|
|
2019
Q3 | $123K | Buy |
38,476
+8,300
| +28% | +$31.5K | 0.02% | 411 |
|
|
2019
Q2 | $100K | Buy |
30,176
+14,701
| +95% | +$41.6K | 0.02% | 400 |
|
|
2019
Q1 | $33K | Buy |
+15,475
| New | +$35.7K | 0.01% | 443 |
|
Other funds holding REFR
Kingsview Wealth Management's REFR Position: Q3 2026 in Review
Kingsview Wealth Management sold out of Research Frontiers (REFR) in Q3 2026, closing a stake of 17,150 shares — an estimated $8.92K sold.
Kingsview Wealth Management first reported a position in REFR in Q1 2019 and held it in 30 quarters. The position peaked at $424K in Q3 2024. 24 funds tracked by Wall St. Rank hold REFR as of Q3 2026.
- Kingsview Wealth Management reported no remaining Research Frontiers position as of Q3 2026 after selling out during the quarter.
- Kingsview Wealth Management sold 17,150 Research Frontiers shares in Q3 2026, an estimated $8.92K.
- Kingsview Wealth Management first reported a position in Research Frontiers in Q1 2019 and held it in 30 quarters.
- Kingsview Wealth Management's Research Frontiers position peaked at $424K in Q3 2024.
- 24 funds tracked by Wall St. Rank held Research Frontiers as of Q3 2026.
Based on Kingsview Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.