SeaBridge Investment Advisors’s Insight Select Income Fund INSI Stock Holding History

SeaBridge Investment Advisors’s Portfolio INSI Stock Details INSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-161,996	Closed	-$2.81M	–	215
2024 Q4	$2.81M	Buy	161,996 +3,997	+3%	+$69.4K	0.59%	49
2024 Q3	$2.79M	Buy	157,999 +4,423	+3%	+$74.3K	0.68%	43
2024 Q2	$2.51M	Buy	153,576 +4,723	+3%	+$76.1K	0.65%	49
2024 Q1	$2.45M	Buy	148,853 +7,159	+5%	+$114K	0.65%	55
2023 Q4	$2.26M	Buy	141,694 +1,323	+0.9%	+$20K	0.66%	52
2023 Q3	$2.11M	Buy	140,371 +7,956	+6%	+$123K	0.7%	56
2023 Q2	$2.07M	Buy	132,415 +7,053	+6%	+$111K	0.68%	55
2023 Q1	$1.99M	Buy	+125,362	New	+$1.98M	0.7%	56

SeaBridge Investment Advisors's INSI Position: Q1 2025 in Review

SeaBridge Investment Advisors sold out of Insight Select Income Fund (INSI) in Q1 2025, closing a stake of 161,996 shares — an estimated $2.81M sold.

SeaBridge Investment Advisors first reported a position in INSI in Q1 2023 and held it in 8 quarters. The position peaked at $2.81M in Q4 2024. 0 funds tracked by Wall St. Rank hold INSI as of Q1 2025.

SeaBridge Investment Advisors reported no remaining Insight Select Income Fund position as of Q1 2025 after selling out during the quarter.
SeaBridge Investment Advisors sold 161,996 Insight Select Income Fund shares in Q1 2025, an estimated $2.81M.
SeaBridge Investment Advisors first reported a position in Insight Select Income Fund in Q1 2023 and held it in 8 quarters.
SeaBridge Investment Advisors's Insight Select Income Fund position peaked at $2.81M in Q4 2024.
0 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q1 2025.

Based on SeaBridge Investment Advisors's 13F filing for Q1 2025, filed 2 May 2025.