Forum Financial Management’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 | $1.33M | Buy |
9,998
+409
| +4% | +$54.4K | 0.02% | 174 |
|
|
2025
Q1 | $1.11M | Buy |
9,589
+1,023
| +12% | +$118K | 0.02% | 184 |
|
|
2024
Q4 | $1.27M | Buy |
8,566
+111
| +1% | +$16.4K | 0.02% | 171 |
|
|
2024
Q3 | $1.1M | Buy |
8,455
+5
| +0.1% | +$653 | 0.02% | 176 |
|
|
2024
Q2 | $889K | Hold |
8,450
| – | – | 0.02% | 194 |
|
|
2024
Q1 | $850K | Hold |
8,450
| – | – | 0.01% | 214 |
|
|
2023
Q4 | $700K | Buy |
8,450
+1,299
| +18% | +$108K | 0.01% | 214 |
|
|
2023
Q3 | $441K | Hold |
7,151
| – | – | 0.01% | 313 |
|
|
2023
Q2 | $400K | Hold |
7,151
| – | – | 0.01% | 346 |
|
|
2023
Q1 | $376K | Buy |
7,151
+2,632
| +58% | +$138K | 0.01% | 336 |
|
|
2022
Q4 | $210K | Buy |
+4,519
| New | +$210K | 0.01% | 535 |
|
|
2022
Q3 | – | Sell |
-4,487
| Closed | -$208K | – | 575 |
|
|
2022
Q2 | $208K | Buy |
+4,487
| New | +$208K | 0.01% | 512 |
|
|
2022
Q1 | – | Hold |
0
| – | -$598K | – | 474 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 211 |
|