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Walkner Condon Financial Advisors’s PennantPark Floating Rate Capital PFLT Stock Holding History

Walkner Condon Financial Advisors’s Portfolio PFLT Stock Details PFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17,500
Closed -$191K – 291
2024
Q4 		$191K Buy
+17,500
New +$196K 0.04% 274

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Walkner Condon Financial Advisors's PFLT Position: Q1 2025 in Review

Walkner Condon Financial Advisors sold out of PennantPark Floating Rate Capital (PFLT) in Q1 2025, closing a stake of 17,500 shares — an estimated $191K sold.

Walkner Condon Financial Advisors first reported a position in PFLT in Q4 2024 and held it in 1 quarter. The position peaked at $191K in Q4 2024. 132 funds tracked by Wall St. Rank hold PFLT as of Q1 2025.

  • Walkner Condon Financial Advisors reported no remaining PennantPark Floating Rate Capital position as of Q1 2025 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 17,500 PennantPark Floating Rate Capital shares in Q1 2025, an estimated $191K.
  • Walkner Condon Financial Advisors first reported a position in PennantPark Floating Rate Capital in Q4 2024 and held it in 1 quarter.
  • Walkner Condon Financial Advisors's PennantPark Floating Rate Capital position peaked at $191K in Q4 2024.
  • 132 funds tracked by Wall St. Rank held PennantPark Floating Rate Capital as of Q1 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.