Cornerstone Advisory’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 | $412K | Buy |
3,097
+89
| +3% | +$11.8K | 0.04% | 161 |
|
|
2025
Q1 | $342K | Sell |
3,008
-140
| -4% | -$15.9K | 0.04% | 171 |
|
|
2024
Q4 | $443K | Buy |
3,148
+143
| +5% | +$20.1K | 0.05% | 152 |
|
|
2024
Q3 | $392K | Buy |
3,005
+120
| +4% | +$15.7K | 0.05% | 151 |
|
|
2024
Q2 | $304K | Sell |
2,885
-200
| -6% | -$21K | 0.04% | 168 |
|
|
2024
Q1 | $310K | Hold |
3,085
| – | – | 0.04% | 180 |
|
|
2023
Q4 | $256K | Buy |
+3,085
| New | +$256K | 0.04% | 196 |
|
|
2022
Q1 | – | Sell |
-4,075
| Closed | -$304K | – | 504 |
|
|
2021
Q4 | $304K | Buy |
+4,075
| New | +$304K | 0.04% | 208 |
|