Arlington Financial Advisors’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,465
Closed -$550K 71
2024
Q1
$550K Hold
5,465
0.12% 55
2023
Q4
$453K Sell
5,465
-400
-7% -$33.1K 0.14% 62
2023
Q3
$361K Hold
5,865
0.13% 51
2023
Q2
$328K Sell
5,865
-6
-0.1% -$336 0.12% 49
2023
Q1
$308K Buy
5,871
+6
+0.1% +$315 0.12% 50
2022
Q4
$272K Hold
5,865
0.11% 57
2022
Q3
$252K Hold
5,865
0.13% 46
2022
Q2
$271K Hold
5,865
0.12% 46
2022
Q1
$343K Hold
5,865
0.13% 46
2021
Q4
$437K Hold
5,865
0.15% 55
2021
Q3
$357K Hold
5,865
0.14% 46
2021
Q2
$347K Buy
+5,865
New +$347K 0.13% 50