OIA
OneDigital Investment Advisors’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
131,370
+88,479
| +206% | +$1.84M | 0.03% | 351 |
|
|
2025
Q1 | $899K | Sell |
42,891
-2,165
| -5% | -$45.4K | 0.01% | 639 |
|
|
2024
Q4 | $979K | Sell |
45,056
-1,647
| -4% | -$35.8K | 0.01% | 642 |
|
|
2024
Q3 | $921K | Sell |
46,703
-4,222
| -8% | -$83.3K | 0.01% | 682 |
|
|
2024
Q2 | $1M | Buy |
50,925
+2,233
| +5% | +$44.1K | 0.01% | 619 |
|
|
2024
Q1 | $929K | Sell |
48,692
-6,934
| -12% | -$132K | 0.01% | 531 |
|
|
2023
Q4 | $1.11M | Sell |
55,626
-1,504
| -3% | -$30K | 0.02% | 439 |
|
|
2023
Q3 | $1.12M | Sell |
57,130
-7,605
| -12% | -$150K | 0.02% | 391 |
|
|
2023
Q2 | $1.24M | Buy |
64,735
+3,583
| +6% | +$68.7K | 0.03% | 369 |
|
|
2023
Q1 | $1.13M | Buy |
61,152
+2,361
| +4% | +$43.7K | 0.03% | 370 |
|
|
2022
Q4 | $1.03M | Sell |
58,791
-7,147
| -11% | -$125K | 0.03% | 350 |
|
|
2022
Q3 | $1.12M | Buy |
65,938
+935
| +1% | +$15.9K | 0.04% | 265 |
|
|
2022
Q2 | $1.26M | Buy |
65,003
+4,395
| +7% | +$85.3K | 0.05% | 219 |
|
|
2022
Q1 | $1.38M | Sell |
60,608
-2,105
| -3% | -$48K | 0.05% | 212 |
|
|
2021
Q4 | $1.31M | Buy |
62,713
+8,533
| +16% | +$179K | 0.05% | 227 |
|
|
2021
Q3 | $1.19M | Sell |
54,180
-6,369
| -11% | -$140K | 0.05% | 231 |
|
|
2021
Q2 | $1.3M | Buy |
60,549
+50,364
| +494% | +$1.08M | 0.05% | 210 |
|
|
2021
Q1 | $202K | Sell |
10,185
-1,265
| -11% | -$25.1K | 0.01% | 616 |
|
|
2020
Q4 | $190K | Hold |
11,450
| – | – | 0.01% | 600 |
|
|
2020
Q3 | $182K | Sell |
11,450
-1,794
| -14% | -$28.5K | 0.01% | 551 |
|
|
2020
Q2 | $185K | Sell |
13,244
-37,541
| -74% | -$524K | 0.01% | 545 |
|
|
2020
Q1 | $152K | Buy |
50,785
+24,721
| +95% | +$74K | 0.01% | 477 |
|
|
2019
Q4 | $160K | Hold |
26,064
| – | – | 0.01% | 523 |
|
|
2019
Q3 | $152K | Buy |
26,064
+1,500
| +6% | +$8.75K | 0.01% | 504 |
|
|
2019
Q2 | $147K | Sell |
24,564
-13,264
| -35% | -$79.4K | 0.01% | 424 |
|
|
2019
Q1 | $229K | Sell |
37,828
-8,193
| -18% | -$49.6K | 0.03% | 265 |
|
|
2018
Q4 | $238K | Buy |
+46,021
| New | +$238K | 0.04% | 232 |
|