Dumont & Blake 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 | $266K | Sell |
2,000
-29
| -1% | -$3.86K | 0.07% | 169 |
|
|
2025
Q1 | $235K | Hold |
2,029
| – | – | 0.07% | 175 |
|
|
2024
Q4 | $300K | Buy |
2,029
+29
| +1% | +$4.29K | 0.08% | 165 |
|
|
2024
Q3 | $261K | Sell |
2,000
-2,000
| -50% | -$261K | 0.07% | 177 |
|
|
2024
Q2 | $421K | Buy |
4,000
+2,000
| +100% | +$210K | 0.06% | 183 |
|
|
2024
Q1 | $201K | Buy |
+2,000
| New | +$201K | 0.06% | 190 |
|