Bogart Wealth LLC’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 | $240K | Buy |
1,803
+4
| +0.2% | +$532 | 0.01% | 211 |
|
|
2025
Q1 | $208K | Sell |
1,799
-52
| -3% | -$6.01K | 0.01% | 222 |
|
|
2024
Q4 | $274K | Buy |
1,851
+60
| +3% | +$8.88K | 0.01% | 194 |
|
|
2024
Q3 | $234K | Buy |
1,791
+2
| +0.1% | +$261 | 0.01% | 199 |
|
|
2024
Q2 | $188K | Buy |
1,789
+87
| +5% | +$9.16K | 0.01% | 213 |
|
|
2024
Q1 | $171K | Hold |
1,702
| – | – | 0.01% | 210 |
|
|
2023
Q4 | $141K | Sell |
1,702
-43
| -2% | -$3.56K | 0.01% | 221 |
|
|
2023
Q3 | $107K | Hold |
1,745
| – | – | 0.01% | 243 |
|
|
2023
Q2 | $97.7K | Hold |
1,745
| – | – | 0.01% | 245 |
|
|
2023
Q1 | $91.6K | Hold |
1,745
| – | – | 0.01% | 239 |
|
|
2022
Q4 | $81K | Hold |
1,745
| – | – | 0.01% | 249 |
|
|
2022
Q3 | $75K | Hold |
1,745
| – | – | 0.01% | 250 |
|
|
2022
Q2 | $81K | Hold |
1,745
| – | – | 0.01% | 230 |
|
|
2022
Q1 | $102K | Buy |
1,745
+43
| +3% | +$2.51K | 0.01% | 207 |
|
|
2021
Q4 | $127K | Hold |
1,702
| – | – | 0.01% | 178 |
|
|
2021
Q3 | $104K | Hold |
1,702
| – | – | 0.01% | 183 |
|
|
2021
Q2 | $101K | Hold |
1,702
| – | – | 0.01% | 178 |
|
|
2021
Q1 | $83K | Hold |
1,702
| – | – | 0.01% | 189 |
|
|
2020
Q4 | $68K | Hold |
1,702
| – | – | 0.01% | 181 |
|
|
2020
Q3 | $58K | Hold |
1,702
| – | – | 0.01% | 183 |
|
|
2020
Q2 | $53K | Hold |
1,702
| – | – | 0.01% | 174 |
|
|
2020
Q1 | $40K | Hold |
1,702
| – | – | 0.01% | 175 |
|
|
2019
Q4 | $50K | Buy |
+1,702
| New | +$50K | 0.02% | 176 |
|