Dana Investment Advisors’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 | $487K | Sell |
3,664
-107
| -3% | -$14.2K | 0.02% | 458 |
|
|
2025
Q1 | $436K | Sell |
3,771
-310
| -8% | -$35.8K | 0.02% | 462 |
|
|
2024
Q4 | $604K | Sell |
4,081
-412
| -9% | -$60.9K | 0.02% | 444 |
|
|
2024
Q3 | $587K | Hold |
4,493
| – | – | 0.02% | 435 |
|
|
2024
Q2 | $473K | Buy |
4,493
+15
| +0.3% | +$1.58K | 0.02% | 441 |
|
|
2024
Q1 | $450K | Sell |
4,478
-2,452
| -35% | -$247K | 0.02% | 448 |
|
|
2023
Q4 | $574K | Buy |
6,930
+171
| +3% | +$14.2K | 0.03% | 311 |
|
|
2023
Q3 | $416K | Buy |
+6,759
| New | +$416K | 0.02% | 335 |
|