Creative Planning’s FS KKR Capital FSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.27M | Sell |
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|
2025
Q2 | $1.97M | Sell |
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|
2025
Q1 | $2.12M | Buy |
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|
2024
Q4 | $2.08M | Sell |
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|
2024
Q3 | $1.93M | Buy |
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|
2024
Q2 | $1.91M | Sell |
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|
2024
Q1 | $2.37M | Sell |
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|
2023
Q4 | $2.61M | Buy |
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|
2023
Q3 | $2.45M | Buy |
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|
2023
Q2 | $2.34M | Buy |
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|
2023
Q1 | $2.07M | Buy |
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|
2022
Q4 | $1.68M | Sell |
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|
2022
Q3 | $2.18M | Buy |
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|
2022
Q2 | $2.05M | Buy |
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|
2022
Q1 | $2.29M | Buy |
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|
2021
Q4 | $2.02M | Sell |
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|
2021
Q3 | $2.55M | Sell |
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|
2021
Q2 | $2.54M | Buy |
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|
2021
Q1 | $315K | Sell |
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|
2020
Q4 | $265K | Sell |
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|
2020
Q3 | $461K | Buy |
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|
2020
Q2 | $249K | Sell |
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|
2020
Q1 | $214K | Sell |
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|
2019
Q4 | $557K | Sell |
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|
2019
Q3 | $568K | Sell |
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|
2019
Q2 | $638K | Buy |
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|
2019
Q1 | $585K | Sell |
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|
2018
Q4 | $528K | Buy |
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|
2018
Q3 | $306K | Sell |
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|
2018
Q2 | $335K | Sell |
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|
2018
Q1 | $619K | Buy |
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|
2017
Q4 | $469K | Sell |
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|
2017
Q3 | $642K | Sell |
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|
2017
Q2 | $707K | Sell |
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|
2017
Q1 | $969K | Sell |
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|
2016
Q4 | $1.14M | Buy |
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|
2016
Q3 | $634K | Sell |
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|
2016
Q2 | $664K | Buy |
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|
2016
Q1 | $624K | Buy |
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|
2015
Q4 | $481K | Buy |
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|
2015
Q3 | $432K | Buy |
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|
2015
Q2 | $365K | Buy |
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|
2015
Q1 | $361K | Sell |
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|
2014
Q4 | $509K | Buy |
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|
2014
Q3 | $420K | Buy |
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|
2014
Q2 | $272K | Buy |
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