BFA
Beacon Financial Advisory’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
92,209
+27,852
| +43% | +$578K | 0.49% | 38 |
|
|
2025
Q1 | $1.35M | Sell |
64,357
-1,578
| -2% | -$33.1K | 0.41% | 53 |
|
|
2024
Q4 | $1.43M | Sell |
65,935
-944
| -1% | -$20.5K | 0.47% | 50 |
|
|
2024
Q3 | $1.32M | Buy |
66,879
+304
| +0.5% | +$6K | 0.45% | 52 |
|
|
2024
Q2 | $1.31M | Buy |
66,575
+2,926
| +5% | +$57.7K | 0.49% | 48 |
|
|
2024
Q1 | $1.21M | Buy |
63,649
+1,090
| +2% | +$20.8K | 0.59% | 33 |
|
|
2023
Q4 | $1.25M | Buy |
62,559
+2,281
| +4% | +$45.6K | 0.6% | 39 |
|
|
2023
Q3 | $1.19M | Buy |
60,278
+572
| +1% | +$11.3K | 0.66% | 38 |
|
|
2023
Q2 | $1.15M | Buy |
59,706
+1,410
| +2% | +$27K | 0.66% | 37 |
|
|
2023
Q1 | $1.08M | Buy |
58,296
+908
| +2% | +$16.8K | 0.69% | 39 |
|
|
2022
Q4 | $1M | Sell |
57,388
-2,650
| -4% | -$46.4K | 0.72% | 40 |
|
|
2022
Q3 | $1.02M | Sell |
60,038
-2,711
| -4% | -$46K | 0.73% | 39 |
|
|
2022
Q2 | $1.22M | Buy |
62,749
+886
| +1% | +$17.2K | 0.69% | 39 |
|
|
2022
Q1 | $1.41M | Buy |
61,863
+2,023
| +3% | +$46.2K | 0.67% | 41 |
|
|
2021
Q4 | $1.25M | Sell |
59,840
-1,199
| -2% | -$25.1K | 0.58% | 48 |
|
|
2021
Q3 | $1.35M | Buy |
61,039
+2,255
| +4% | +$49.7K | 0.7% | 34 |
|
|
2021
Q2 | $1.26M | Buy |
+58,784
| New | +$1.26M | 0.68% | 37 |
|
|
2020
Q2 | – | Sell |
-55,634
| Closed | -$166K | – | 150 |
|
|
2020
Q1 | $166K | Sell |
55,634
-613
| -1% | -$1.83K | 0.21% | 127 |
|
|
2019
Q4 | $344K | Buy |
+56,247
| New | +$344K | 0.29% | 100 |
|