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 |
|