Avantax Advisory Services’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 | $3.06M | Sell |
23,000
-1,779
| -7% | -$237K | 0.02% | 611 |
|
|
2025
Q1 | $2.86M | Buy |
24,779
+1,153
| +5% | +$133K | 0.02% | 597 |
|
|
2024
Q4 | $3.49M | Buy |
23,626
+4,447
| +23% | +$658K | 0.02% | 503 |
|
|
2024
Q3 | $2.5M | Buy |
19,179
+6,638
| +53% | +$867K | 0.02% | 598 |
|
|
2024
Q2 | $1.32M | Buy |
12,541
+9,019
| +256% | +$949K | 0.01% | 839 |
|
|
2024
Q1 | $354K | Sell |
3,522
-45
| -1% | -$4.53K | ﹤0.01% | 1213 |
|
|
2023
Q4 | $296K | Buy |
3,567
+196
| +6% | +$16.2K | ﹤0.01% | 1240 |
|
|
2023
Q3 | $208K | Buy |
+3,371
| New | +$208K | ﹤0.01% | 1410 |
|
|
2020
Q4 | – | Sell |
-13,261
| Closed | -$456K | – | 1159 |
|
|
2020
Q3 | $456K | Buy |
+13,261
| New | +$456K | 0.01% | 833 |
|