Fiduciary Group’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 | $1.14M | Sell |
8,600
-100
| -1% | -$13.3K | 0.11% | 150 |
|
|
2025
Q1 | $1.01M | Hold |
8,700
| – | – | 0.1% | 152 |
|
|
2024
Q4 | $1.29M | Hold |
8,700
| – | – | 0.13% | 131 |
|
|
2024
Q3 | $1.14M | Hold |
8,700
| – | – | 0.12% | 137 |
|
|
2024
Q2 | $916K | Hold |
8,700
| – | – | 0.1% | 147 |
|
|
2024
Q1 | $875K | Hold |
8,700
| – | – | 0.1% | 147 |
|
|
2023
Q4 | $721K | Hold |
8,700
| – | – | 0.08% | 151 |
|
|
2023
Q3 | $536K | Hold |
8,700
| – | – | 0.07% | 157 |
|
|
2023
Q2 | $487K | Sell |
8,700
-858
| -9% | -$48K | 0.06% | 164 |
|
|
2023
Q1 | $502K | Hold |
9,558
| – | – | 0.07% | 156 |
|
|
2022
Q4 | $444K | Hold |
9,558
| – | – | 0.06% | 163 |
|
|
2022
Q3 | $539K | Buy |
9,558
+158
| +2% | +$8.91K | 0.07% | 152 |
|
|
2022
Q2 | $533K | Hold |
9,400
| – | – | 0.07% | 151 |
|
|
2022
Q1 | $471K | Hold |
9,400
| – | – | 0.06% | 158 |
|
|
2021
Q4 | $700K | Buy |
9,400
+25
| +0.3% | +$1.86K | 0.08% | 139 |
|
|
2021
Q3 | $718K | Buy |
9,375
+175
| +2% | +$13.4K | 0.08% | 134 |
|
|
2021
Q2 | $607K | Hold |
9,200
| – | – | 0.07% | 144 |
|
|
2021
Q1 | $521K | Hold |
9,200
| – | – | 0.06% | 147 |
|
|
2020
Q4 | $444K | Hold |
9,200
| – | – | 0.06% | 150 |
|
|
2020
Q3 | $316K | Hold |
9,200
| – | – | 0.05% | 163 |
|
|
2020
Q2 | $284K | Hold |
9,200
| – | – | 0.05% | 163 |
|
|
2020
Q1 | $216K | Buy |
9,200
+700
| +8% | +$16.4K | 0.04% | 162 |
|
|
2019
Q4 | $248K | Buy |
8,500
+500
| +6% | +$14.6K | 0.04% | 178 |
|
|
2019
Q3 | $215K | Hold |
8,000
| – | – | 0.04% | 181 |
|
|
2019
Q2 | $202K | Buy |
+8,000
| New | +$202K | 0.04% | 183 |
|
|
2018
Q4 | – | Sell |
-7,500
| Closed | -$205K | – | 178 |
|
|
2018
Q3 | $205K | Buy |
+7,500
| New | +$205K | 0.04% | 170 |
|