Koshinski Asset Management, Inc. FLC FLAHERTY & CRUMRINE TOTAL RE

Ownership history in Koshinski Asset Management, Inc.  ·  29 quarters on record

AI Ownership Summary

Koshinski Asset Management, Inc. reported FLAHERTY & CRUMRINE TOTAL RE (FLC) in 29 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2023 Q4. The latest visible filing shows FLC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FLC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Koshinski Asset Management, Inc.'s position in FLAHERTY & CRUMRINE TOTAL RE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FLC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Koshinski Asset Management, Inc. held FLC — position size vs. price
% of Fund (quarterly)    FLC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 12,560 0% 0.01% $208K 2026-04-27 $17.11
2025 Q4 UNCHANGED 12,560 0% 0.01% $220K 2026-02-03 $17.48
2025 Q3 UNCHANGED 12,560 0% 0.02% $224K 2025-11-10 $17.02
2025 Q2 UNCHANGED 12,560 0% 0.02% $214K 2025-07-29 $16.09
2025 Q1 UNCHANGED 12,560 0% 0.02% $211K 2025-04-25 $15.10
2024 Q4 UNCHANGED 12,560 0% 0.02% $210K 2025-01-16 $15.30
2024 Q3 UNCHANGED 12,560 0% 0.02% $217K 2024-10-10 $15.44
2024 Q2 UNCHANGED 12,560 0% 0.02% $197K 2024-07-12 $14.04
2024 Q1 REDUCED 50.0% +0.9% 12,560 -12,560 -50.0% 0.02% $194K 2024-05-08 $13.25
2023 Q4 ADDED 25,120 +12,560 +100.0% 0.06% $365K 2024-01-29 $12.95
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Koshinski Asset Management, Inc. and FLC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Koshinski Asset Management, Inc. reported owning FLC?

Koshinski Asset Management, Inc. reported FLC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FLC position in Koshinski Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for FLC was 0.06% in 2023 Q4.

What is the latest reported FLC position on this page?

The most recent filing on this page is 2026 Q1, when Koshinski Asset Management, Inc. reported 12,560 shares, equal to 0.01% of portfolio, with an estimated market value of $208K.

What does the chart on this FLC ownership page compare?

The chart compares Koshinski Asset Management, Inc.'s quarterly FLC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Koshinski Asset Management, Inc. time their FLC position?

Based on 13F filing dates vs. subsequent FLC price moves, Koshinski Asset Management, Inc. correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on FLC relative to SPY over the holding period was -8.8%.

← Back to Koshinski Asset Management, Inc. Holdings