Avantax Advisory Services’s Prospect Capital PSEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $218K | Buy |
68,490
+8,138
| +13% | +$25.9K | ﹤0.01% | 2145 |
|
2025
Q1 | $247K | Buy |
60,352
+17,546
| +41% | +$71.9K | ﹤0.01% | 1961 |
|
2024
Q4 | $184K | Sell |
42,806
-1,085
| -2% | -$4.68K | ﹤0.01% | 2068 |
|
2024
Q3 | $235K | Sell |
43,891
-19,187
| -30% | -$103K | ﹤0.01% | 1917 |
|
2024
Q2 | $349K | Buy |
63,078
+41
| +0.1% | +$227 | ﹤0.01% | 1599 |
|
2024
Q1 | $348K | Buy |
63,037
+22,165
| +54% | +$122K | ﹤0.01% | 1221 |
|
2023
Q4 | $245K | Sell |
40,872
-5,460
| -12% | -$32.7K | ﹤0.01% | 1349 |
|
2023
Q3 | $280K | Buy |
46,332
+107
| +0.2% | +$647 | ﹤0.01% | 1238 |
|
2023
Q2 | $287K | Sell |
46,225
-1,981
| -4% | -$12.3K | ﹤0.01% | 1210 |
|
2023
Q1 | $336K | Buy |
48,206
+1,721
| +4% | +$12K | ﹤0.01% | 1090 |
|
2022
Q4 | $325K | Buy |
46,485
+74
| +0.2% | +$517 | ﹤0.01% | 1066 |
|
2022
Q3 | $288K | Buy |
46,411
+11,842
| +34% | +$73.5K | ﹤0.01% | 1032 |
|
2022
Q2 | $242K | Buy |
34,569
+988
| +3% | +$6.92K | ﹤0.01% | 1114 |
|
2022
Q1 | $278K | Buy |
33,581
+57
| +0.2% | +$472 | ﹤0.01% | 1035 |
|
2021
Q4 | $282K | Sell |
33,524
-983
| -3% | -$8.27K | ﹤0.01% | 1004 |
|
2021
Q3 | $265K | Sell |
34,507
-412
| -1% | -$3.16K | ﹤0.01% | 979 |
|
2021
Q2 | $292K | Buy |
34,919
+54
| +0.2% | +$452 | 0.01% | 916 |
|
2021
Q1 | $268K | Buy |
34,865
+63
| +0.2% | +$484 | 0.01% | 855 |
|
2020
Q4 | $190K | Sell |
34,802
-11,351
| -25% | -$62K | ﹤0.01% | 887 |
|
2020
Q3 | $233K | Buy |
46,153
+11,516
| +33% | +$58.1K | ﹤0.01% | 1150 |
|
2020
Q2 | $176K | Sell |
34,637
-289
| -0.8% | -$1.47K | 0.01% | 800 |
|
2020
Q1 | $149K | Buy |
34,926
+374
| +1% | +$1.6K | ﹤0.01% | 745 |
|
2019
Q4 | $222K | Buy |
34,552
+2,171
| +7% | +$13.9K | 0.01% | 744 |
|
2019
Q3 | $214K | Hold |
32,381
| – | – | 0.01% | 525 |
|
2019
Q2 | $211K | Sell |
32,381
-725
| -2% | -$4.72K | 0.01% | 477 |
|
2019
Q1 | $216K | Sell |
33,106
-1,515
| -4% | -$9.89K | 0.01% | 444 |
|
2018
Q4 | $220K | Buy |
+34,621
| New | +$220K | 0.04% | 359 |
|