Glenview Trust’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 | $897K | Buy |
6,740
+271
| +4% | +$36.1K | 0.02% | 296 |
|
|
2025
Q1 | $748K | Buy |
6,469
+770
| +14% | +$89K | 0.01% | 301 |
|
|
2024
Q4 | $843K | Hold |
5,699
| – | – | 0.02% | 294 |
|
|
2024
Q3 | $744K | Buy |
5,699
+745
| +15% | +$97.3K | 0.01% | 297 |
|
|
2024
Q2 | $521K | Buy |
4,954
+1,590
| +47% | +$167K | 0.01% | 342 |
|
|
2024
Q1 | $338K | Sell |
3,364
-11
| -0.3% | -$1.11K | 0.01% | 384 |
|
|
2023
Q4 | $280K | Sell |
3,375
-4,287
| -56% | -$355K | 0.01% | 402 |
|
|
2023
Q3 | $472K | Buy |
7,662
+197
| +3% | +$12.1K | 0.01% | 330 |
|
|
2023
Q2 | $418K | Buy |
7,465
+277
| +4% | +$15.5K | 0.01% | 343 |
|
|
2023
Q1 | $378K | Buy |
7,188
+831
| +13% | +$43.6K | 0.01% | 356 |
|
|
2022
Q4 | $295K | Buy |
+6,357
| New | +$295K | 0.01% | 370 |
|
|
2022
Q3 | – | Sell |
-5,314
| Closed | -$246K | – | 414 |
|
|
2022
Q2 | $246K | Hold |
5,314
| – | – | 0.01% | 373 |
|
|
2022
Q1 | $311K | Hold |
5,314
| – | – | 0.01% | 360 |
|
|
2021
Q4 | $396K | Hold |
5,314
| – | – | 0.01% | 329 |
|
|
2021
Q3 | $323K | Sell |
5,314
-100
| -2% | -$6.08K | 0.01% | 334 |
|
|
2021
Q2 | $321K | Buy |
+5,414
| New | +$321K | 0.01% | 343 |
|