Arete Wealth 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 | $869K | Sell |
6,530
-1,495
| -19% | -$199K | 0.06% | 282 |
|
|
2025
Q1 | $928K | Sell |
8,025
-897
| -10% | -$104K | 0.07% | 256 |
|
|
2024
Q4 | $1.32M | Buy |
8,922
+2,749
| +45% | +$407K | 0.1% | 212 |
|
|
2024
Q3 | $804K | Sell |
6,173
-936
| -13% | -$122K | 0.07% | 264 |
|
|
2024
Q2 | $748K | Buy |
+7,109
| New | +$748K | 0.06% | 300 |
|
|
2024
Q1 | – | Sell |
-6,077
| Closed | -$504K | – | 564 |
|
|
2023
Q4 | $504K | Sell |
6,077
-1,304
| -18% | -$108K | 0.04% | 400 |
|
|
2023
Q3 | $455K | Buy |
7,381
+380
| +5% | +$23.4K | 0.08% | 253 |
|
|
2023
Q2 | $392K | Sell |
7,001
-874
| -11% | -$48.9K | 0.03% | 419 |
|
|
2023
Q1 | $414K | Sell |
7,875
-15
| -0.2% | -$789 | 0.03% | 386 |
|
|
2022
Q4 | $366M | Sell |
7,890
-1,813
| -19% | -$84.2M | 0.03% | 404 |
|
|
2022
Q3 | $417K | Buy |
9,703
+4,337
| +81% | +$186K | 0.04% | 335 |
|
|
2022
Q2 | $249K | Buy |
5,366
+1,206
| +29% | +$56K | 0.03% | 378 |
|
|
2022
Q1 | $243K | Buy |
+4,160
| New | +$243K | 0.02% | 433 |
|
|
2021
Q2 | – | Sell |
-5,024
| Closed | -$239K | – | 410 |
|
|
2021
Q1 | $239K | Sell |
5,024
-1,236
| -20% | -$58.8K | 0.03% | 355 |
|
|
2020
Q4 | $248K | Buy |
6,260
+314
| +5% | +$12.4K | 0.04% | 342 |
|
|
2020
Q3 | $209K | Buy |
+5,946
| New | +$209K | 0.03% | 349 |
|
|
2020
Q2 | – | Sell |
-11,082
| Closed | -$260K | – | 390 |
|
|
2020
Q1 | $260K | Sell |
11,082
-1,337
| -11% | -$31.4K | 0.05% | 264 |
|
|
2019
Q4 | $362K | Sell |
12,419
-2,525
| -17% | -$73.6K | 0.06% | 270 |
|
|
2019
Q3 | $401K | Buy |
14,944
+695
| +5% | +$18.6K | 0.08% | 250 |
|
|
2019
Q2 | $360K | Sell |
14,249
-324
| -2% | -$8.19K | 0.07% | 272 |
|
|
2019
Q1 | $342K | Sell |
14,573
-1,129
| -7% | -$26.5K | 0.07% | 265 |
|
|
2018
Q4 | $308K | Buy |
15,702
+4,839
| +45% | +$94.9K | 0.07% | 268 |
|
|
2018
Q3 | $296K | Buy |
+10,863
| New | +$296K | 0.07% | 272 |
|