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Envision Financial Planning’s Prospect Capital PSEC Stock Holding History

Envision Financial Planning’s Portfolio PSEC Stock Details PSEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,999
Closed -$56K – 46
2024
Q4 		$56K Buy
+12,999
New +$62.3K 0.03% 46

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Envision Financial Planning's PSEC Position: Q1 2025 in Review

Envision Financial Planning sold out of Prospect Capital (PSEC) in Q1 2025, closing a stake of 12,999 shares — an estimated $56K sold.

Envision Financial Planning first reported a position in PSEC in Q4 2024 and held it in 1 quarter. The position peaked at $56K in Q4 2024. 224 funds tracked by Wall St. Rank hold PSEC as of Q1 2025.

  • Envision Financial Planning reported no remaining Prospect Capital position as of Q1 2025 after selling out during the quarter.
  • Envision Financial Planning sold 12,999 Prospect Capital shares in Q1 2025, an estimated $56K.
  • Envision Financial Planning first reported a position in Prospect Capital in Q4 2024 and held it in 1 quarter.
  • Envision Financial Planning's Prospect Capital position peaked at $56K in Q4 2024.
  • 224 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2025.

Based on Envision Financial Planning's 13F filing for Q1 2025, filed 14 May 2025.