Focus Partners Wealth’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 | $40.3M | Sell |
302,813
-286
| -0.1% | -$38K | 0.09% | 218 |
|
2025
Q1 | $35M | Sell |
303,099
-78,255
| -21% | -$9.05M | 0.09% | 228 |
|
2024
Q4 | $56.4M | Buy |
381,354
+1,466
| +0.4% | +$217K | 0.15% | 142 |
|
2024
Q3 | $49.6M | Buy |
379,888
+14,851
| +4% | +$1.94M | 0.16% | 139 |
|
2024
Q2 | $38.4M | Buy |
365,037
+3,047
| +0.8% | +$321K | 0.13% | 160 |
|
2024
Q1 | $36.4M | Buy |
361,990
+29,659
| +9% | +$2.98M | 0.3% | 85 |
|
2023
Q4 | $27.5M | Buy |
+332,331
| New | +$27.5M | 0.36% | 76 |
|