Petix & Botte Financial’s FS KKR Capital FSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Buy |
14,410
+110
| +0.8% | +$2.28K | 0.07% | 108 |
|
|
2025
Q1 | $300K | Hold |
14,300
| – | – | 0.08% | 102 |
|
|
2024
Q4 | $311K | Buy |
14,300
+218
| +2% | +$4.74K | 0.08% | 105 |
|
|
2024
Q3 | $278K | Buy |
14,082
+106
| +0.8% | +$2.09K | 0.07% | 103 |
|
|
2024
Q2 | $276K | Buy |
+13,976
| New | +$276K | 0.08% | 103 |
|
|
2024
Q1 | – | Sell |
-13,756
| Closed | -$275K | – | 144 |
|
|
2023
Q4 | $275K | Sell |
13,756
-3,255
| -19% | -$65K | 0.08% | 102 |
|
|
2023
Q3 | $335K | Buy |
17,011
+105
| +0.6% | +$2.07K | 0.11% | 90 |
|
|
2023
Q2 | $324K | Buy |
+16,906
| New | +$324K | 0.1% | 94 |
|
|
2022
Q2 | – | Sell |
-19,058
| Closed | -$435K | – | 83 |
|
|
2022
Q1 | $435K | Buy |
19,058
+9,188
| +93% | +$210K | 0.13% | 71 |
|
|
2021
Q4 | $207K | Sell |
9,870
-20,789
| -68% | -$436K | 0.13% | 81 |
|
|
2021
Q3 | $675K | Buy |
30,659
+14,666
| +92% | +$323K | 0.23% | 58 |
|
|
2021
Q2 | $344K | Buy |
+15,993
| New | +$344K | 0.24% | 62 |
|