Souders Financial Advisors’s FS KKR Capital FSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-25,209
| Closed | -$497K | – | 178 |
|
|
2024
Q2 | $497K | Buy |
25,209
+950
| +4% | +$18.7K | 0.08% | 123 |
|
|
2024
Q1 | $463K | Buy |
24,259
+4,022
| +20% | +$76.7K | 0.07% | 125 |
|
|
2023
Q4 | $404K | Buy |
20,237
+2,380
| +13% | +$47.5K | 0.07% | 127 |
|
|
2023
Q3 | $352K | Buy |
17,857
+2,172
| +14% | +$42.8K | 0.07% | 131 |
|
|
2023
Q2 | $301K | Sell |
15,685
-4,356
| -22% | -$83.5K | 0.06% | 134 |
|
|
2023
Q1 | $371K | Sell |
20,041
-2,519
| -11% | -$46.6K | 0.08% | 124 |
|
|
2022
Q4 | $395K | Sell |
22,560
-16,249
| -42% | -$284K | 0.09% | 126 |
|
|
2022
Q3 | $658K | Sell |
38,809
-2,138
| -5% | -$36.2K | 0.18% | 94 |
|
|
2022
Q2 | $795K | Sell |
40,947
-2,595
| -6% | -$50.4K | 0.23% | 79 |
|
|
2022
Q1 | $994K | Sell |
43,542
-2,387
| -5% | -$54.5K | 0.29% | 76 |
|
|
2021
Q4 | $962K | Sell |
45,929
-1,938
| -4% | -$40.6K | 0.28% | 75 |
|
|
2021
Q3 | $1.06M | Sell |
47,867
-1,192
| -2% | -$26.3K | 0.34% | 67 |
|
|
2021
Q2 | $1.06M | Buy |
+49,059
| New | +$1.06M | 0.36% | 62 |
|
|
2021
Q1 | – | Sell |
-12,060
| Closed | -$200K | – | 128 |
|
|
2020
Q4 | $200K | Sell |
12,060
-250
| -2% | -$4.15K | 0.09% | 106 |
|
|
2020
Q3 | $205K | Buy |
12,310
+159
| +1% | +$2.65K | 0.1% | 103 |
|
|
2020
Q2 | $170K | Sell |
12,151
-14,809
| -55% | -$207K | 0.1% | 93 |
|
|
2020
Q1 | $324K | Buy |
+26,960
| New | +$324K | 0.29% | 71 |
|