Allworth Financial’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 | $853K | Buy |
6,415
+1,272
| +25% | +$169K | ﹤0.01% | 681 |
|
|
2025
Q1 | $582K | Buy |
5,143
+199
| +4% | +$22.5K | ﹤0.01% | 644 |
|
|
2024
Q4 | $798K | Buy |
4,944
+2,266
| +85% | +$366K | ﹤0.01% | 581 |
|
|
2024
Q3 | $350K | Buy |
2,678
+191
| +8% | +$24.9K | ﹤0.01% | 673 |
|
|
2024
Q2 | $286K | Buy |
2,487
+1,441
| +138% | +$166K | ﹤0.01% | 710 |
|
|
2024
Q1 | $105K | Buy |
1,046
+56
| +6% | +$5.63K | ﹤0.01% | 1004 |
|
|
2023
Q4 | $82K | Sell |
990
-420
| -30% | -$34.8K | ﹤0.01% | 1017 |
|
|
2023
Q3 | $86.9K | Buy |
1,410
+81
| +6% | +$4.99K | ﹤0.01% | 933 |
|
|
2023
Q2 | $74.4K | Buy |
1,329
+272
| +26% | +$15.2K | ﹤0.01% | 996 |
|
|
2023
Q1 | $55.5K | Buy |
1,057
+524
| +98% | +$27.5K | ﹤0.01% | 1039 |
|
|
2022
Q4 | $24.7K | Buy |
+533
| New | +$24.7K | ﹤0.01% | 1264 |
|
|
2022
Q2 | – | Sell |
-473
| Closed | -$28K | – | 2597 |
|
|
2022
Q1 | $28K | Buy |
+473
| New | +$28K | ﹤0.01% | 1109 |
|