Capital Analysts 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
$2.92M Buy
21,976
+30
+0.1% +$3.99K 0.1% 170
2025
Q1
$2.54M Sell
21,946
-8,581
-28% -$992K 0.09% 172
2024
Q4
$4.52M Sell
30,527
-2,406
-7% -$356K 0.18% 105
2024
Q3
$4.3M Buy
32,933
+44
+0.1% +$5.75K 0.18% 105
2024
Q2
$3.46M Buy
32,889
+58
+0.2% +$6.1K 0.15% 114
2024
Q1
$3.3M Buy
32,831
+468
+1% +$47.1K 0.15% 114
2023
Q4
$2.68M Sell
32,363
-3,089
-9% -$256K 0.14% 131
2023
Q3
$2.18M Buy
35,452
+5,502
+18% +$339K 0.12% 142
2023
Q2
$1.61M Buy
29,950
+4,712
+19% +$253K 0.09% 180
2023
Q1
$1.33M Buy
25,238
+14,028
+125% +$736K 0.08% 191
2022
Q4
$521K Buy
11,210
+10,371
+1,236% +$482K 0.03% 291
2022
Q3
$36K Sell
839
-919
-52% -$39.4K ﹤0.01% 626
2022
Q2
$82K Buy
1,758
+1,358
+340% +$63.3K 0.01% 460
2022
Q1
$23K Sell
400
-1,352
-77% -$77.7K ﹤0.01% 662
2021
Q4
$131K Sell
1,752
-736
-30% -$55K 0.01% 405
2021
Q3
$151K Buy
2,488
+2,088
+522% +$127K 0.01% 381
2021
Q2
$24K Hold
400
﹤0.01% 647
2021
Q1
$20K Buy
+400
New +$20K ﹤0.01% 717
2015
Q3
Sell
-24,248
Closed -$554K 370
2015
Q2
$554K Buy
24,248
+2,116
+10% +$48.4K 0.11% 136
2015
Q1
$505K Buy
22,132
+4,917
+29% +$112K 0.11% 132
2014
Q4
$400K Buy
+17,215
New +$400K 0.09% 132