B. Riley Wealth Advisors’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $818K | Buy |
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|
2024
Q4 | $2.46M | Sell |
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|
2024
Q3 | $2.42M | Sell |
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|
2024
Q2 | $2.13M | Buy |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $1.62M | Sell |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $614K | Sell |
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|
2023
Q1 | $640K | Buy |
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|
2022
Q4 | $563K | Buy |
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|
2022
Q3 | $511K | Sell |
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|
2022
Q2 | $737K | Sell |
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|
2022
Q1 | $974K | Buy |
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $994K | Buy |
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|
2021
Q2 | $964K | Sell |
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|
2021
Q1 | $839K | Sell |
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|
2020
Q4 | $709K | Sell |
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|
2020
Q3 | $761K | Sell |
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|
2020
Q2 | $780K | Sell |
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|
2020
Q1 | $611K | Sell |
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|
2019
Q4 | $778K | Sell |
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|
2019
Q3 | $744K | Buy |
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|
2019
Q2 | $600K | Sell |
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|
2019
Q1 | $591K | Buy |
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|
2018
Q4 | $471K | Sell |
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|
2018
Q3 | $683K | Buy |
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|
2018
Q2 | $592K | Sell |
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|
2018
Q1 | $676K | Buy |
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|
2017
Q4 | $692K | Buy |
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|
2017
Q3 | $541K | Sell |
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|
2017
Q2 | $528K | Buy |
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|
2017
Q1 | $478K | Sell |
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|
2016
Q4 | $797K | Buy |
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|
2016
Q3 | $557K | Buy |
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|
2016
Q2 | $324K | Buy |
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|
2016
Q1 | $369K | Buy |
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|
2015
Q4 | $314K | Sell |
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|
2015
Q3 | $353K | Buy |
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|
2015
Q2 | $317K | Sell |
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|
2015
Q1 | $508K | Sell |
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|
2014
Q4 | $5.25K | Buy |
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|
2014
Q3 | $483K | Sell |
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|
2014
Q2 | $522K | Buy |
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|
2014
Q1 | $233K | Buy |
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|
2013
Q4 | $215K | Sell |
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|
2013
Q3 | $403K | Buy |
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|
2013
Q2 | $147K | Buy |
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