Avantax Advisory Services’s KKR & Co KKR Stock Holding History

Avantax Advisory Services’s Portfolio KKR Stock Details KKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.06M	Sell
2025 Q1	$2.86M	Buy
2024 Q4	$3.49M	Buy
2024 Q3	$2.5M	Buy
2024 Q2	$1.32M	Buy
2024 Q1	$354K	Sell
2023 Q4	$296K	Buy
2023 Q3	$208K	Buy
2020 Q4	–	Sell
2020 Q3	$456K	Buy