Arkadios 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 | $2.44M | Buy |
18,330
+541
| +3% | +$72K | 0.07% | 290 |
|
|
2025
Q1 | $2.06M | Buy |
17,789
+678
| +4% | +$78.4K | 0.08% | 276 |
|
|
2024
Q4 | $2.53M | Buy |
17,111
+648
| +4% | +$95.8K | 0.14% | 143 |
|
|
2024
Q3 | $2.15M | Buy |
16,463
+12,512
| +317% | +$1.63M | 0.12% | 174 |
|
|
2024
Q2 | $416K | Sell |
3,951
-59
| -1% | -$6.21K | 0.03% | 523 |
|
|
2024
Q1 | $403K | Sell |
4,010
-655
| -14% | -$65.9K | 0.03% | 445 |
|
|
2023
Q4 | $387K | Buy |
4,665
+267
| +6% | +$22.1K | 0.03% | 445 |
|
|
2023
Q3 | $271K | Sell |
4,398
-102
| -2% | -$6.28K | 0.03% | 526 |
|
|
2023
Q2 | $252K | Sell |
4,500
-33
| -0.7% | -$1.85K | 0.03% | 493 |
|
|
2023
Q1 | $238K | Sell |
4,533
-246
| -5% | -$12.9K | 0.03% | 507 |
|
|
2022
Q4 | $222K | Buy |
4,779
+3
| +0.1% | +$139 | 0.03% | 497 |
|
|
2022
Q3 | $205K | Sell |
4,776
-4
| -0.1% | -$172 | 0.03% | 483 |
|
|
2022
Q2 | $221K | Sell |
4,780
-103
| -2% | -$4.76K | 0.03% | 478 |
|
|
2022
Q1 | $286K | Buy |
4,883
+989
| +25% | +$57.9K | 0.04% | 437 |
|
|
2021
Q4 | $290K | Buy |
3,894
+936
| +32% | +$69.7K | 0.04% | 454 |
|
|
2021
Q3 | $180K | Hold |
2,958
| – | – | 0.03% | 534 |
|
|
2021
Q2 | $175K | Buy |
2,958
+2,376
| +408% | +$141K | 0.02% | 567 |
|
|
2021
Q1 | $28K | Hold |
582
| – | – | ﹤0.01% | 871 |
|
|
2020
Q4 | $23K | Hold |
582
| – | – | ﹤0.01% | 719 |
|
|
2020
Q3 | $21.5K | Hold |
582
| – | – | 0.01% | 589 |
|
|
2020
Q2 | $20.1K | Hold |
582
| – | – | 0.01% | 543 |
|
|
2020
Q1 | $13.7K | Hold |
582
| – | – | 0.01% | 563 |
|
|
2019
Q4 | $19.5K | Buy |
+582
| New | +$19.5K | 0.01% | 462 |
|