Aft Forsyth & Sober’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
$625K Hold
4,700
0.21% 58
2025
Q1
$543K Hold
4,700
0.19% 68
2024
Q4
$695K Hold
4,700
0.23% 72
2024
Q3
$614K Hold
4,700
0.2% 76
2024
Q2
$495K Hold
4,700
0.17% 77
2024
Q1
$473K Hold
4,700
0.17% 79
2023
Q4
$389K Hold
4,700
0.15% 79
2023
Q3
$290K Hold
4,700
0.12% 81
2023
Q2
$263K Hold
4,700
0.11% 81
2023
Q1
$247K Hold
4,700
0.12% 79
2022
Q4
$218K Hold
4,700
0.1% 82
2022
Q3
$202K Hold
4,700
0.1% 85
2022
Q2
$218K Hold
4,700
0.1% 84
2022
Q1
$275K Hold
4,700
0.11% 84
2021
Q4
$350K Buy
+4,700
New +$350K 0.12% 84