Cary Street Partners Investment Advisory’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 | $238K | Buy |
1,786
+143
| +9% | +$19K | 0.12% | 199 |
|
|
2025
Q1 | $190K | Buy |
1,643
+2
| +0.1% | +$231 | 0.11% | 220 |
|
|
2024
Q4 | $243K | Sell |
1,641
-3,590
| -69% | -$531K | 0.16% | 148 |
|
|
2024
Q3 | $683K | Buy |
5,231
+259
| +5% | +$33.8K | 0.03% | 434 |
|
|
2024
Q2 | $523K | Sell |
4,972
-219
| -4% | -$23K | 0.02% | 459 |
|
|
2024
Q1 | $522K | Buy |
5,191
+1,057
| +26% | +$106K | 0.02% | 452 |
|
|
2023
Q4 | $343K | Buy |
4,134
+3,116
| +306% | +$258K | 0.02% | 504 |
|
|
2023
Q3 | $62.7K | Sell |
1,018
-158
| -13% | -$9.73K | ﹤0.01% | 804 |
|
|
2023
Q2 | $65.9K | Sell |
1,176
-418
| -26% | -$23.4K | ﹤0.01% | 755 |
|
|
2023
Q1 | $83.7K | Hold |
1,594
| – | – | 0.01% | 633 |
|
|
2022
Q4 | $74K | Buy |
+1,594
| New | +$74K | 0.01% | 651 |
|
|
2020
Q4 | – | Sell |
-1,630
| Closed | -$56K | – | 639 |
|
|
2020
Q3 | $56K | Buy |
+1,630
| New | +$56K | 0.01% | 475 |
|