Clearstead 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 | $2.22M | Sell |
16,654
-549
| -3% | -$73K | 0.03% | 299 |
|
|
2025
Q1 | $1.99M | Buy |
17,203
+2,468
| +17% | +$285K | 0.03% | 300 |
|
|
2024
Q4 | $2.18M | Sell |
14,735
-8,029
| -35% | -$1.19M | 0.03% | 282 |
|
|
2024
Q3 | $2.97M | Buy |
22,764
+187
| +0.8% | +$24.4K | 0.05% | 243 |
|
|
2024
Q2 | $2.38M | Buy |
22,577
+1,393
| +7% | +$147K | 0.04% | 255 |
|
|
2024
Q1 | $2.12M | Sell |
21,184
-189
| -0.9% | -$18.9K | 0.11% | 150 |
|
|
2023
Q4 | $1.77M | Sell |
21,373
-21,341
| -50% | -$1.77M | 0.09% | 160 |
|
|
2023
Q3 | $2.63M | Buy |
42,714
+18,625
| +77% | +$1.15M | 0.08% | 177 |
|
|
2023
Q2 | $1.35M | Buy |
24,089
+24,021
| +35,325% | +$1.35M | 0.08% | 173 |
|
|
2023
Q1 | $3.57K | Hold |
68
| – | – | ﹤0.01% | 1057 |
|
|
2022
Q4 | $3.16K | Sell |
68
-222
| -77% | -$10.3K | ﹤0.01% | 1035 |
|
|
2022
Q3 | $12K | Buy |
290
+222
| +326% | +$9.19K | ﹤0.01% | 857 |
|
|
2022
Q2 | $3K | Hold |
68
| – | – | ﹤0.01% | 1056 |
|
|
2022
Q1 | $4K | Hold |
68
| – | – | ﹤0.01% | 1105 |
|
|
2021
Q4 | $5K | Sell |
68
-54
| -44% | -$3.97K | ﹤0.01% | 1001 |
|
|
2021
Q3 | $7K | Buy |
122
+54
| +79% | +$3.1K | ﹤0.01% | 984 |
|
|
2021
Q2 | $4K | Hold |
68
| – | – | ﹤0.01% | 920 |
|
|
2021
Q1 | $3K | Hold |
68
| – | – | ﹤0.01% | 921 |
|
|
2020
Q4 | $3K | Hold |
68
| – | – | ﹤0.01% | 851 |
|
|
2020
Q3 | $2K | Hold |
68
| – | – | ﹤0.01% | 818 |
|
|
2020
Q2 | $2K | Hold |
68
| – | – | ﹤0.01% | 742 |
|
|
2020
Q1 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 726 |
|