Capstone Investment Advisors’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 | $2.75M | Sell |
20,646
-160,393
| -89% | -$21.3M | 0.01% | 247 |
|
|
2025
Q1 | $20.9M | Buy |
181,039
+170,902
| +1,686% | +$19.8M | 0.06% | 65 |
|
|
2024
Q4 | $1.5M | Buy |
10,137
+272
| +3% | +$40.2K | ﹤0.01% | 307 |
|
|
2024
Q3 | $1.29M | Sell |
9,865
-3,417
| -26% | -$446K | ﹤0.01% | 249 |
|
|
2024
Q2 | $1.4M | Buy |
13,282
+10,772
| +429% | +$1.13M | ﹤0.01% | 268 |
|
|
2024
Q1 | $252K | Buy |
+2,510
| New | +$252K | ﹤0.01% | 1094 |
|
|
2023
Q4 | – | Sell |
-3,413
| Closed | -$210K | – | 1239 |
|
|
2023
Q3 | $210K | Buy |
+3,413
| New | +$210K | ﹤0.01% | 939 |
|