EFS
Essex Financial Services’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
15,022
+2
| +0% | +$266 | 0.13% | 154 |
|
|
2025
Q1 | $1.74M | Sell |
15,020
-992
| -6% | -$115K | 0.13% | 159 |
|
|
2024
Q4 | $2.37M | Buy |
16,012
+1,047
| +7% | +$155K | 0.17% | 122 |
|
|
2024
Q3 | $2.1M | Sell |
14,965
-1,091
| -7% | -$153K | 0.15% | 129 |
|
|
2024
Q2 | $1.81M | Buy |
16,056
+475
| +3% | +$53.6K | 0.13% | 148 |
|
|
2024
Q1 | $1.57M | Buy |
15,581
+909
| +6% | +$91.4K | 0.14% | 146 |
|
|
2023
Q4 | $1.22M | Sell |
14,672
-300
| -2% | -$24.9K | 0.13% | 161 |
|
|
2023
Q3 | $922K | Sell |
14,972
-900
| -6% | -$55.4K | 0.11% | 186 |
|
|
2023
Q2 | $889K | Sell |
15,872
-126
| -0.8% | -$7.06K | 0.1% | 190 |
|
|
2023
Q1 | $840K | Sell |
15,998
-122
| -0.8% | -$6.41K | 0.09% | 205 |
|
|
2022
Q4 | $748K | Sell |
16,120
-213
| -1% | -$9.88K | 0.08% | 219 |
|
|
2022
Q3 | $702K | Sell |
16,333
-650
| -4% | -$27.9K | 0.08% | 209 |
|
|
2022
Q2 | $786K | Sell |
16,983
-4,984
| -23% | -$231K | 0.09% | 210 |
|
|
2022
Q1 | $1.28M | Sell |
21,967
-16,815
| -43% | -$983K | 0.12% | 169 |
|
|
2021
Q4 | $2.89M | Sell |
38,782
-5,221
| -12% | -$389K | 0.29% | 83 |
|
|
2021
Q3 | $2.68M | Buy |
44,003
+25,476
| +138% | +$1.55M | 0.31% | 79 |
|
|
2021
Q2 | $905K | Hold |
18,527
| – | – | 0.13% | 165 |
|
|
2021
Q1 | $905K | Buy |
18,527
+61
| +0.3% | +$2.98K | 0.16% | 141 |
|
|
2020
Q4 | $748K | Buy |
18,466
+480
| +3% | +$19.4K | 0.15% | 143 |
|
|
2020
Q3 | $618K | Buy |
17,986
+704
| +4% | +$24.2K | 0.15% | 133 |
|
|
2020
Q2 | $534K | Sell |
17,282
-549
| -3% | -$17K | 0.16% | 122 |
|
|
2020
Q1 | $419K | Hold |
17,831
| – | – | 0.15% | 143 |
|
|
2019
Q4 | $520K | Sell |
17,831
-706
| -4% | -$20.6K | 0.14% | 144 |
|
|
2019
Q3 | $498K | Sell |
18,537
-2,819
| -13% | -$75.7K | 0.16% | 137 |
|
|
2019
Q2 | $540K | Buy |
21,356
+11
| +0.1% | +$278 | 0.16% | 130 |
|
|
2019
Q1 | $501K | Buy |
21,345
+10
| +0% | +$235 | 0.15% | 130 |
|
|
2018
Q4 | $419K | Sell |
21,335
-1,987
| -9% | -$39K | 0.13% | 145 |
|
|
2018
Q3 | $636K | Buy |
23,322
+14
| +0.1% | +$382 | 0.14% | 137 |
|
|
2018
Q2 | $579K | Sell |
23,308
-1,984
| -8% | -$49.3K | 0.14% | 139 |
|
|
2018
Q1 | $513K | Sell |
25,292
-384
| -1% | -$7.79K | 0.1% | 194 |
|
|
2017
Q4 | $541K | Sell |
25,676
-1,832
| -7% | -$38.6K | 0.13% | 144 |
|
|
2017
Q3 | $559K | Sell |
27,508
-707
| -3% | -$14.4K | 0.14% | 140 |
|
|
2017
Q2 | $525K | Sell |
28,215
-1,681
| -6% | -$31.3K | 0.11% | 181 |
|
|
2017
Q1 | $545K | Sell |
29,896
-2,788
| -9% | -$50.8K | 0.13% | 169 |
|
|
2016
Q4 | $503K | Sell |
32,684
-2,529
| -7% | -$38.9K | 0.11% | 174 |
|
|
2016
Q3 | $502K | Buy |
35,213
+49
| +0.1% | +$699 | 0.12% | 165 |
|
|
2016
Q2 | $434K | Sell |
35,164
-3,623
| -9% | -$44.7K | 0.11% | 184 |
|
|
2016
Q1 | $570K | Sell |
38,787
-687
| -2% | -$10.1K | 0.14% | 153 |
|
|
2015
Q4 | $615K | Buy |
39,474
+1,473
| +4% | +$22.9K | 0.15% | 155 |
|
|
2015
Q3 | $638K | Buy |
38,001
+3,337
| +10% | +$56K | 0.17% | 140 |
|
|
2015
Q2 | $792K | Buy |
+34,664
| New | +$792K | 0.2% | 123 |
|