Chicago Partners Investment Group’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
$10.1M Sell
68,124
-3,166
-4% -$469K 0.29% 71
2025
Q1
$8.28M Buy
71,290
+7,750
+12% +$901K 0.28% 76
2024
Q4
$9.42M Buy
63,540
+38,788
+157% +$5.75M 0.31% 70
2024
Q3
$3.43M Sell
24,752
-4,710
-16% -$653K 0.12% 145
2024
Q2
$3.54M Sell
29,462
-1,180
-4% -$142K 0.14% 140
2024
Q1
$3M Sell
30,642
-218
-0.7% -$21.4K 0.13% 145
2023
Q4
$2.57M Buy
30,860
+3,417
+12% +$285K 0.12% 156
2023
Q3
$1.52M Sell
27,443
-4,000
-13% -$221K 0.08% 225
2023
Q2
$1.85M Buy
31,443
+5,135
+20% +$303K 0.1% 200
2023
Q1
$1.38M Buy
26,308
+2,126
+9% +$112K 0.08% 226
2022
Q4
$1.43M Buy
24,182
+769
+3% +$45.3K 0.09% 212
2022
Q3
$1.23M Sell
23,413
-95
-0.4% -$4.99K 0.09% 211
2022
Q2
$1.3M Buy
23,508
+223
+1% +$12.4K 0.09% 193
2022
Q1
$1.18M Buy
23,285
+1,421
+6% +$72.1K 0.09% 191
2021
Q4
$1.32M Buy
21,864
+1,660
+8% +$101K 0.09% 183
2021
Q3
$1.58M Sell
20,204
-2,612
-11% -$204K 0.11% 167
2021
Q2
$1.41M Buy
22,816
+6,096
+36% +$377K 0.1% 166
2021
Q1
$929K Buy
16,720
+561
+3% +$31.2K 0.08% 207
2020
Q4
$650K Buy
16,159
+5,458
+51% +$220K 0.06% 235
2020
Q3
$373K Buy
+10,701
New +$373K 0.04% 279