Capital Investment Advisory Services’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 | $202K | Buy |
+1,517
| New | +$202K | 0.02% | 562 |
|
2025
Q1 | – | Sell |
-1,515
| Closed | -$224K | – | 1021 |
|
2024
Q4 | $224K | Sell |
1,515
-205
| -12% | -$30.3K | 0.02% | 467 |
|
2024
Q3 | $225K | Buy |
+1,720
| New | +$225K | 0.02% | 472 |
|
2019
Q4 | – | Sell |
-4,244
| Closed | -$114K | – | 929 |
|
2019
Q3 | $114K | Sell |
4,244
-2,095
| -33% | -$56.3K | 0.03% | 361 |
|
2019
Q2 | $166K | Buy |
6,339
+1,064
| +20% | +$27.9K | 0.05% | 304 |
|
2019
Q1 | $124K | Buy |
5,275
+250
| +5% | +$5.88K | 0.05% | 291 |
|
2018
Q4 | $99K | Buy |
+5,025
| New | +$99K | 0.04% | 301 |
|