Aft Forsyth & Sober’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$625K Hold
2025
Q1
$543K Hold
2024
Q4
$695K Hold
2024
Q3
$614K Hold
2024
Q2
$495K Hold
2024
Q1
$473K Hold
2023
Q4
$389K Hold
2023
Q3
$290K Hold
2023
Q2
$263K Hold
2023
Q1
$247K Hold
2022
Q4
$218K Hold
2022
Q3
$202K Hold
2022
Q2
$218K Hold
2022
Q1
$275K Hold
2021
Q4
$350K Buy