Essex Savings Bank’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 | $377K | Sell |
2,833
-184
| -6% | -$24.5K | 0.09% | 185 |
|
|
2025
Q1 | $349K | Buy |
3,017
+223
| +8% | +$25.8K | 0.09% | 194 |
|
|
2024
Q4 | $413K | Sell |
2,794
-591
| -17% | -$87.4K | 0.1% | 168 |
|
|
2024
Q3 | $442K | Sell |
3,385
-33
| -1% | -$4.31K | 0.11% | 163 |
|
|
2024
Q2 | $360K | Sell |
3,418
-639
| -16% | -$67.2K | 0.1% | 170 |
|
|
2024
Q1 | $336K | Hold |
4,057
| – | – | 0.1% | 178 |
|
|
2023
Q4 | $336K | Buy |
+4,057
| New | +$336K | 0.1% | 177 |
|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$25K | – | 422 |
|
|
2019
Q2 | $25K | Hold |
1,000
| – | – | 0.01% | 544 |
|
|
2019
Q1 | $23K | Hold |
1,000
| – | – | 0.01% | 402 |
|
|
2018
Q4 | $20K | Buy |
+1,000
| New | +$20K | 0.01% | 410 |
|