Concorde Asset Management’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$221K Buy
2,003
+1
+0% +$110 0.12% 153
2024
Q4
$296K Hold
2,002
0.15% 122
2024
Q3
$261K Sell
2,002
-132
-6% -$17.2K 0.15% 128
2024
Q2
$225K Buy
+2,134
New +$225K 0.14% 140
2021
Q3
Sell
-42,252
Closed -$2.5M 208
2021
Q2
$2.5M Buy
+42,252
New +$2.5M 1.41% 19