Douglas Lane & Associates’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 | $924K | Sell |
6,944
-27
| -0.4% | -$3.59K | 0.01% | 159 |
|
|
2025
Q1 | $806K | Sell |
6,971
-150
| -2% | -$17.3K | 0.01% | 165 |
|
|
2024
Q4 | $1.05M | Buy |
7,121
+31
| +0.4% | +$4.59K | 0.01% | 159 |
|
|
2024
Q3 | $926K | Sell |
7,090
-1,500
| -17% | -$196K | 0.01% | 162 |
|
|
2024
Q2 | $904K | Hold |
8,590
| – | – | 0.01% | 162 |
|
|
2024
Q1 | $864K | Sell |
8,590
-2,813
| -25% | -$283K | 0.01% | 166 |
|
|
2023
Q4 | $945K | Sell |
11,403
-2,300
| -17% | -$191K | 0.01% | 158 |
|
|
2023
Q3 | $844K | Buy |
13,703
+150
| +1% | +$9.24K | 0.01% | 151 |
|
|
2023
Q2 | $759K | Sell |
13,553
-600
| -4% | -$33.6K | 0.01% | 158 |
|
|
2023
Q1 | $743K | Hold |
14,153
| – | – | 0.01% | 162 |
|
|
2022
Q4 | $657K | Buy |
14,153
+613
| +5% | +$28.5K | 0.01% | 163 |
|
|
2022
Q3 | $582K | Sell |
13,540
-166
| -1% | -$7.14K | 0.01% | 162 |
|
|
2022
Q2 | $634K | Hold |
13,706
| – | – | 0.01% | 162 |
|
|
2022
Q1 | $801K | Sell |
13,706
-115
| -0.8% | -$6.72K | 0.01% | 161 |
|
|
2021
Q4 | $1.03M | Sell |
13,821
-60
| -0.4% | -$4.47K | 0.01% | 154 |
|
|
2021
Q3 | $845K | Buy |
13,881
+115
| +0.8% | +$7K | 0.01% | 154 |
|
|
2021
Q2 | $815K | Buy |
13,766
+166
| +1% | +$9.83K | 0.01% | 152 |
|
|
2021
Q1 | $664K | Hold |
13,600
| – | – | 0.01% | 155 |
|
|
2020
Q4 | $551K | Sell |
13,600
-500
| -4% | -$20.3K | 0.01% | 157 |
|
|
2020
Q3 | $484K | Hold |
14,100
| – | – | 0.01% | 158 |
|
|
2020
Q2 | $435K | Buy |
14,100
+500
| +4% | +$15.4K | 0.01% | 161 |
|
|
2020
Q1 | $319K | Sell |
13,600
-5,571
| -29% | -$131K | 0.01% | 171 |
|
|
2019
Q4 | $559K | Hold |
19,171
| – | – | 0.01% | 162 |
|
|
2019
Q3 | $515K | Hold |
19,171
| – | – | 0.01% | 165 |
|
|
2019
Q2 | $484K | Hold |
19,171
| – | – | 0.01% | 173 |
|
|
2019
Q1 | $450K | Hold |
19,171
| – | – | 0.01% | 174 |
|
|
2018
Q4 | $376K | Buy |
+19,171
| New | +$376K | 0.01% | 178 |
|