Benjamin Edwards Inc’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 | $1.16M | Buy |
8,687
+1,873
| +27% | +$249K | 0.01% | 585 |
|
|
2025
Q1 | $788K | Buy |
6,814
+1,370
| +25% | +$158K | 0.01% | 657 |
|
|
2024
Q4 | $805K | Buy |
5,444
+1,321
| +32% | +$195K | 0.01% | 682 |
|
|
2024
Q3 | $538K | Buy |
4,123
+1,345
| +48% | +$176K | 0.01% | 771 |
|
|
2024
Q2 | $292K | Buy |
2,778
+163
| +6% | +$17.1K | 0.06% | 292 |
|
|
2024
Q1 | $263K | Buy |
+2,615
| New | +$263K | 0.05% | 301 |
|
|
2020
Q2 | – | Sell |
-787
| Closed | -$18K | – | 383 |
|
|
2020
Q1 | $18K | Sell |
787
-21,897
| -97% | -$501K | 0.02% | 251 |
|
|
2019
Q4 | $662K | Sell |
22,684
-5,436
| -19% | -$159K | 1.35% | 17 |
|
|
2019
Q3 | $755K | Buy |
28,120
+1,004
| +4% | +$27K | 1.64% | 14 |
|
|
2019
Q2 | $685K | Buy |
27,116
+20,601
| +316% | +$520K | 1.66% | 13 |
|
|
2019
Q1 | $153K | Buy |
+6,515
| New | +$153K | 0.73% | 27 |
|