Sowell Financial Services’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 | $475K | Buy |
22,900
+220
| +1% | +$4.57K | 0.02% | 622 |
|
2025
Q1 | $475K | Sell |
22,680
-786
| -3% | -$16.5K | 0.02% | 601 |
|
2024
Q4 | $510K | Sell |
23,466
-1,021
| -4% | -$22.2K | 0.03% | 408 |
|
2024
Q3 | $500K | Sell |
24,487
-2,157
| -8% | -$44K | 0.02% | 439 |
|
2024
Q2 | $545K | Sell |
26,644
-3,502
| -12% | -$71.6K | 0.03% | 424 |
|
2024
Q1 | $596K | Sell |
30,146
-5,367
| -15% | -$106K | 0.03% | 429 |
|
2023
Q4 | $733K | Buy |
35,513
+1,693
| +5% | +$34.9K | 0.04% | 379 |
|
2023
Q3 | $690K | Sell |
33,820
-342
| -1% | -$6.98K | 0.04% | 362 |
|
2023
Q2 | $656K | Sell |
34,162
-1,102
| -3% | -$21.2K | 0.04% | 420 |
|
2023
Q1 | $652K | Sell |
35,264
-5,872
| -14% | -$109K | 0.05% | 388 |
|
2022
Q4 | $721K | Sell |
41,136
-24
| -0.1% | -$421 | 0.05% | 372 |
|
2022
Q3 | $699K | Buy |
41,160
+500
| +1% | +$8.49K | 0.07% | 275 |
|
2022
Q2 | $790K | Buy |
40,660
+16,430
| +68% | +$319K | 0.07% | 183 |
|
2022
Q1 | $568K | Sell |
24,230
-16,288
| -40% | -$382K | 0.1% | 127 |
|
2021
Q4 | $874K | Buy |
40,518
+2,259
| +6% | +$48.7K | 0.05% | 354 |
|
2021
Q3 | $870K | Sell |
38,259
-3,050
| -7% | -$69.4K | 0.06% | 315 |
|
2021
Q2 | $901K | Buy |
41,309
+15,765
| +62% | +$344K | 0.06% | 326 |
|
2021
Q1 | $537K | Buy |
25,544
+1,180
| +5% | +$24.8K | 0.02% | 617 |
|
2020
Q4 | $403K | Sell |
24,364
-1,540
| -6% | -$25.5K | 0.02% | 591 |
|
2020
Q3 | $411K | Sell |
25,904
-1,849
| -7% | -$29.3K | 0.02% | 518 |
|
2020
Q2 | $389K | Sell |
27,753
-3,589
| -11% | -$50.3K | 0.02% | 524 |
|
2020
Q1 | $376K | Buy |
31,342
+133
| +0.4% | +$1.6K | 0.03% | 483 |
|
2019
Q4 | $765K | Sell |
31,209
-17,231
| -36% | -$422K | 0.06% | 327 |
|
2019
Q3 | $1.13M | Buy |
+48,440
| New | +$1.13M | 0.09% | 228 |
|
2019
Q1 | $557K | Buy |
23,012
+2,079
| +10% | +$50.3K | 0.06% | 299 |
|
2018
Q4 | $434K | Buy |
20,933
+4,099
| +24% | +$85K | 0.06% | 303 |
|
2018
Q3 | $475K | Buy |
16,834
+6,485
| +63% | +$183K | 0.07% | 202 |
|
2018
Q2 | $315K | Buy |
10,349
+174
| +2% | +$5.3K | 0.07% | 216 |
|
2018
Q1 | $309K | Sell |
10,175
-8,095
| -44% | -$246K | 0.08% | 209 |
|
2017
Q4 | $555K | Sell |
18,270
-3,570
| -16% | -$108K | 0.14% | 149 |
|
2017
Q3 | $686K | Sell |
21,840
-176
| -0.8% | -$5.53K | 0.18% | 110 |
|
2017
Q2 | $788K | Sell |
22,016
-74,583
| -77% | -$2.67M | 0.22% | 98 |
|
2017
Q1 | $3.56M | Buy |
96,599
+771
| +0.8% | +$28.4K | 1.05% | 27 |
|
2016
Q4 | $4.1M | Buy |
+95,828
| New | +$4.1M | 1.37% | 17 |
|