TWM
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Tradition Wealth Management’s FS KKR Capital FSK Stock Holding History

Tradition Wealth Management’s Portfolio FSK Stock Details FSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-14,647
Closed -$304K – 497
2025
Q2 		$304K Sell
14,647
-3,100
-17% -$63.2K 0.02% 351
2025
Q1 		$372K Hold
17,747
– – 0.03% 295
2024
Q4 		$385K Buy
17,747
+186
+1% +$3.9K 0.03% 287
2024
Q3 		$346K Sell
17,561
-631
-3% -$12.5K 0.03% 299
2024
Q2 		$359K Sell
18,192
-2,840
-14% -$55.8K 0.03% 284
2024
Q1 		$401K Sell
21,032
-4,942
-19% -$97.8K 0.04% 253
2023
Q4 		$519K Sell
25,974
-2,406
-8% -$47.3K 0.05% 185
2023
Q3 		$559K Sell
28,380
-7,186
-20% -$144K 0.07% 159
2023
Q2 		$682K Sell
35,566
-12,219
-26% -$231K 0.08% 146
2023
Q1 		$884K Sell
47,785
-12,220
-20% -$232K 0.11% 122
2022
Q4 		$1.05M Sell
60,005
-12,019
-17% -$223K 0.15% 103
2022
Q3 		$1.22M Sell
72,024
-6,181
-8% -$129K 0.18% 91
2022
Q2 		$1.52M Buy
78,205
+4,841
+7% +$103K 0.22% 81
2022
Q1 		$1.67M Sell
73,364
-2,038
-3% -$45.2K 0.21% 97
2021
Q4 		$1.58M Buy
75,402
+3,212
+4% +$69.4K 0.2% 101
2021
Q3 		$1.59M Buy
72,190
+8,078
+13% +$178K 0.23% 98
2021
Q2 		$1.38M Buy
64,112
+63,182
+6,794% +$1.35M 0.21% 106
2021
Q1 		$18K Hold
930
– – ﹤0.01% 650
2020
Q4 		$15K Buy
+930
New +$15.5K ﹤0.01% 644

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