CreativeOne Wealth’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 | $352K | Buy |
2,647
+32
| +1% | +$4.26K | 0.01% | 869 |
|
2025
Q1 | $302K | Buy |
2,615
+691
| +36% | +$79.9K | 0.01% | 871 |
|
2024
Q4 | $285K | Buy |
+1,924
| New | +$285K | 0.01% | 901 |
|
2022
Q2 | – | Sell |
-4,140
| Closed | -$242K | – | 763 |
|
2022
Q1 | $242K | Sell |
4,140
-1,325
| -24% | -$77.5K | 0.01% | 647 |
|
2021
Q4 | $407K | Buy |
5,465
+517
| +10% | +$38.5K | 0.02% | 507 |
|
2021
Q3 | $301K | Sell |
4,948
-157
| -3% | -$9.55K | 0.02% | 550 |
|
2021
Q2 | $302K | Buy |
+5,105
| New | +$302K | 0.02% | 533 |
|