Creative Planning’s Prospect Capital PSEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $521K | Buy |
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|
2025
Q2 | $599K | Buy |
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|
2025
Q1 | $672K | Sell |
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|
2024
Q4 | $731K | Buy |
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|
2024
Q3 | $903K | Sell |
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|
2024
Q2 | $973K | Buy |
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|
2024
Q1 | $199K | Buy |
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|
2023
Q4 | $187K | Sell |
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|
2023
Q3 | $426K | Buy |
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|
2023
Q2 | $350K | Buy |
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|
2023
Q1 | $296K | Sell |
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|
2022
Q4 | $306K | Buy |
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|
2022
Q3 | $217K | Buy |
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|
2022
Q2 | $212K | Buy |
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|
2022
Q1 | $142K | Sell |
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|
2021
Q4 | $253K | Buy |
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|
2021
Q3 | $172K | Buy |
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|
2021
Q2 | $176K | Sell |
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|
2021
Q1 | $492K | Buy |
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|
2020
Q4 | $331K | Buy |
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|
2020
Q3 | $269K | Sell |
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|
2020
Q2 | $295K | Sell |
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|
2020
Q1 | $263K | Buy |
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|
2019
Q4 | $391K | Sell |
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|
2019
Q3 | $425K | Sell |
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|
2019
Q2 | $425K | Sell |
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|
2019
Q1 | $473K | Sell |
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|
2018
Q4 | $469K | Buy |
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|
2018
Q3 | $445K | Buy |
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|
2018
Q2 | $349K | Sell |
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|
2018
Q1 | $819K | Buy |
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|
2017
Q4 | $799K | Sell |
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|
2017
Q3 | $947K | Sell |
|
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|
2017
Q2 | $1.35M | Buy |
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|
2017
Q1 | $1.46M | Sell |
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|
2016
Q4 | $1.54M | Buy |
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|
2016
Q3 | $1.49M | Sell |
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|
2016
Q2 | $1.94M | Sell |
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|
2016
Q1 | $1.91M | Buy |
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|
2015
Q4 | $1.43M | Buy |
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|
2015
Q3 | $1.15M | Sell |
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|
2015
Q2 | $1.31M | Sell |
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|
2015
Q1 | $1.58M | Buy |
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|
2014
Q4 | $1.52M | Buy |
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|
2014
Q3 | $1.08M | Buy |
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|
2014
Q2 | $919K | Buy |
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|
2014
Q1 | $777K | Buy |
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|
2013
Q4 | $792K | Buy |
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|
2013
Q3 | $602K | Buy |
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|
2013
Q2 | $472K | Buy |
|