AA Financial Advisors’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Buy |
3,359
+674
| +25% | +$89.7K | 0.1% | 117 |
|
|
2025
Q1 | $310K | Buy |
2,685
+200
| +8% | +$23.1K | 0.08% | 128 |
|
|
2024
Q4 | $368K | Buy |
2,485
+632
| +34% | +$93.5K | 0.1% | 122 |
|
|
2024
Q3 | $242K | Sell |
1,853
-200
| -10% | -$26.1K | 0.07% | 151 |
|
|
2024
Q2 | $216K | Sell |
2,053
-27
| -1% | -$2.84K | 0.08% | 154 |
|
|
2024
Q1 | $209K | Buy |
+2,080
| New | +$209K | 0.08% | 149 |
|