Sequoia Financial Advisors’s Kingsway Financial Services KFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23,620
| Closed | -$187K | – | 1582 |
|
|
2025
Q1 | $187K | Buy |
23,620
+34
| +0.1% | +$269 | ﹤0.01% | 1269 |
|
|
2024
Q4 | $197K | Sell |
23,586
-9,914
| -30% | -$83K | ﹤0.01% | 1226 |
|
|
2024
Q3 | $277K | Hold |
33,500
| – | – | ﹤0.01% | 1006 |
|
|
2024
Q2 | $276K | Hold |
33,500
| – | – | ﹤0.01% | 923 |
|
|
2024
Q1 | $279K | Hold |
33,500
| – | – | ﹤0.01% | 886 |
|
|
2023
Q4 | $281K | Hold |
33,500
| – | – | ﹤0.01% | 953 |
|
|
2023
Q3 | $253K | Hold |
33,500
| – | – | ﹤0.01% | 756 |
|
|
2023
Q2 | $273K | Buy |
+33,500
| New | +$273K | ﹤0.01% | 733 |
|