Edgemoor 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 | $652K | Buy |
4,898
+58
| +1% | +$7.72K | 0.06% | 111 |
|
|
2025
Q1 | $560K | Sell |
4,840
-52
| -1% | -$6.01K | 0.05% | 114 |
|
|
2024
Q4 | $724K | Hold |
4,892
| – | – | 0.06% | 104 |
|
|
2024
Q3 | $639K | Buy |
4,892
+52
| +1% | +$6.79K | 0.06% | 109 |
|
|
2024
Q2 | $509K | Hold |
4,840
| – | – | 0.05% | 111 |
|
|
2024
Q1 | $487K | Hold |
4,840
| – | – | 0.05% | 112 |
|
|
2023
Q4 | $401K | Hold |
4,840
| – | – | 0.04% | 117 |
|
|
2023
Q3 | $298K | Hold |
4,840
| – | – | 0.04% | 127 |
|
|
2023
Q2 | $271K | Hold |
4,840
| – | – | 0.03% | 133 |
|
|
2023
Q1 | $254K | Sell |
4,840
-260
| -5% | -$13.7K | 0.03% | 138 |
|
|
2022
Q4 | $237K | Sell |
5,100
-400
| -7% | -$18.6K | 0.03% | 152 |
|
|
2022
Q3 | $237K | Hold |
5,500
| – | – | 0.03% | 129 |
|
|
2022
Q2 | $255K | Hold |
5,500
| – | – | 0.03% | 135 |
|
|
2022
Q1 | $322K | Hold |
5,500
| – | – | 0.03% | 129 |
|
|
2021
Q4 | $410K | Hold |
5,500
| – | – | 0.04% | 108 |
|
|
2021
Q3 | $335K | Hold |
5,500
| – | – | 0.04% | 107 |
|
|
2021
Q2 | $326K | Hold |
5,500
| – | – | 0.03% | 108 |
|
|
2021
Q1 | $269K | Hold |
5,500
| – | – | 0.03% | 113 |
|
|
2020
Q4 | $223K | Buy |
+5,500
| New | +$223K | 0.03% | 119 |
|