Beacon Pointe Advisors’s KKR & Co KKR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Buy
10,214
+30
+0.3% +$3.99K 0.01% 576
2025
Q1
$1.18M Buy
10,184
+1,095
+12% +$127K 0.01% 592
2024
Q4
$1.34M Buy
9,089
+34
+0.4% +$5.03K 0.01% 565
2024
Q3
$1.18M Sell
9,055
-97
-1% -$12.7K 0.01% 589
2024
Q2
$963K Buy
9,152
+166
+2% +$17.5K 0.01% 648
2024
Q1
$904K Sell
8,986
-1,169
-12% -$118K 0.01% 721
2023
Q4
$841K Sell
10,155
-1,395
-12% -$116K 0.01% 719
2023
Q3
$711K Buy
11,550
+57
+0.5% +$3.51K 0.01% 736
2023
Q2
$644K Sell
11,493
-365
-3% -$20.4K 0.01% 636
2023
Q1
$623K Buy
11,858
+765
+7% +$40.2K 0.01% 686
2022
Q4
$515K Buy
11,093
+45
+0.4% +$2.09K 0.01% 673
2022
Q3
$475K Sell
11,048
-894
-7% -$38.4K 0.01% 652
2022
Q2
$553K Sell
11,942
-3,007
-20% -$139K 0.01% 619
2022
Q1
$874K Buy
14,949
+4,710
+46% +$275K 0.01% 660
2021
Q4
$763K Buy
10,239
+216
+2% +$16.1K 0.02% 443
2021
Q3
$610K Buy
10,023
+2,106
+27% +$128K 0.02% 501
2021
Q2
$469K Buy
7,917
+121
+2% +$7.17K 0.02% 496
2021
Q1
$382K Buy
7,796
+203
+3% +$9.95K 0.02% 336
2020
Q4
$308K Buy
7,593
+48
+0.6% +$1.95K 0.02% 364
2020
Q3
$259K Buy
7,545
+507
+7% +$17.4K 0.03% 321
2020
Q2
$217K Buy
+7,038
New +$217K 0.02% 355