Concurrent Investment Advisors’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $853K | Sell |
6,414
-3,675
| -36% | -$489K | 0.02% | 647 |
|
|
2025
Q1 | $1.17M | Buy |
10,089
+3,667
| +57% | +$424K | 0.03% | 494 |
|
|
2024
Q4 | $950K | Sell |
6,422
-111
| -2% | -$16.4K | 0.03% | 497 |
|
|
2024
Q3 | $853K | Buy |
6,533
+985
| +18% | +$129K | 0.03% | 499 |
|
|
2024
Q2 | $584K | Sell |
5,548
-4,909
| -47% | -$517K | 0.02% | 544 |
|
|
2024
Q1 | $1.05M | Buy |
10,457
+6,221
| +147% | +$626K | 0.04% | 362 |
|
|
2023
Q4 | $351K | Buy |
+4,236
| New | +$351K | 0.02% | 599 |
|