OneDigital Investment Advisors’s PennantPark Floating Rate Capital PFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-12,543
Closed -$112K 1575
2025
Q3
$112K Hold
12,543
﹤0.01% 1452
2025
Q2
$130K Hold
12,543
﹤0.01% 1405
2025
Q1
$140K Hold
12,543
﹤0.01% 1351
2024
Q4
$137K Hold
12,543
﹤0.01% 1355
2024
Q3
$145K Hold
12,543
﹤0.01% 1382
2024
Q2
$145K Buy
12,543
+224
+2% +$2.54K ﹤0.01% 1312
2024
Q1
$140K Buy
12,319
+319
+3% +$3.67K ﹤0.01% 1049
2023
Q4
$145K Hold
12,000
﹤0.01% 1068
2023
Q3
$128K Buy
+12,000
New +$129K ﹤0.01% 954

Other funds holding PFLT