LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Kinsale Capital Group KNSL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $266K | Hold |
550
| – | – | ﹤0.01% | 249 |
|
2025
Q1 | $270K | Hold |
550
| – | – | ﹤0.01% | 243 |
|
2024
Q4 | $244K | Sell |
550
-150
| -21% | -$66.6K | ﹤0.01% | 263 |
|
2024
Q3 | $321K | Hold |
700
| – | – | ﹤0.01% | 233 |
|
2024
Q2 | $282K | Hold |
700
| – | – | ﹤0.01% | 241 |
|
2024
Q1 | $324K | Hold |
700
| – | – | ﹤0.01% | 228 |
|
2023
Q4 | $278K | Hold |
700
| – | – | ﹤0.01% | 245 |
|
2023
Q3 | $241K | Hold |
700
| – | – | ﹤0.01% | 260 |
|
2023
Q2 | $262K | Hold |
700
| – | – | ﹤0.01% | 261 |
|
2023
Q1 | $210K | Hold |
700
| – | – | ﹤0.01% | 277 |
|
2022
Q4 | $183K | Sell |
700
-500
| -42% | -$131K | ﹤0.01% | 288 |
|
2022
Q3 | $307K | Hold |
1,200
| – | – | ﹤0.01% | 245 |
|
2022
Q2 | $276K | Hold |
1,200
| – | – | ﹤0.01% | 258 |
|
2022
Q1 | $274K | Hold |
1,200
| – | – | ﹤0.01% | 264 |
|
2021
Q4 | $285K | Hold |
1,200
| – | – | ﹤0.01% | 271 |
|
2021
Q3 | $194K | Hold |
1,200
| – | – | ﹤0.01% | 314 |
|
2021
Q2 | $198K | Buy |
+1,200
| New | +$198K | ﹤0.01% | 323 |
|
2021
Q1 | – | Sell |
-1,200
| Closed | -$240K | – | 519 |
|
2020
Q4 | $240K | Hold |
1,200
| – | – | ﹤0.01% | 264 |
|
2020
Q3 | $228K | Hold |
1,200
| – | – | ﹤0.01% | 251 |
|
2020
Q2 | $186K | Hold |
1,200
| – | – | ﹤0.01% | 256 |
|
2020
Q1 | $125K | Hold |
1,200
| – | – | ﹤0.01% | 279 |
|
2019
Q4 | $122K | Hold |
1,200
| – | – | ﹤0.01% | 324 |
|
2019
Q3 | $124K | Hold |
1,200
| – | – | ﹤0.01% | 310 |
|
2019
Q2 | $110K | Hold |
1,200
| – | – | ﹤0.01% | 327 |
|
2019
Q1 | $82K | Hold |
1,200
| – | – | ﹤0.01% | 349 |
|
2018
Q4 | $67K | Hold |
1,200
| – | – | ﹤0.01% | 373 |
|
2018
Q3 | $77K | Buy |
+1,200
| New | +$77K | ﹤0.01% | 377 |
|