Global Retirement Partners’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
$1.37M Buy
+10,285
New +$1.37M 0.03% 416
2024
Q4
$1.17M Buy
7,912
+3,933
+99% +$582K 0.03% 411
2024
Q3
$520K Buy
3,979
+1,037
+35% +$135K 0.02% 621
2024
Q2
$310K Buy
2,942
+42
+1% +$4.42K 0.01% 732
2024
Q1
$292K Buy
2,900
+92
+3% +$9.25K 0.01% 664
2023
Q4
$229K Buy
2,808
+996
+55% +$81.2K 0.01% 702
2023
Q3
$108K Buy
1,812
+226
+14% +$13.5K 0.01% 903
2023
Q2
$88.8K Sell
1,586
-3,025
-66% -$169K ﹤0.01% 996
2023
Q1
$237K Sell
4,611
-1,731
-27% -$88.8K 0.01% 606
2022
Q4
$294K Sell
6,342
-284
-4% -$13.2K 0.02% 492
2022
Q3
$322K Buy
6,626
+11
+0.2% +$535 0.02% 444
2022
Q2
$306K Hold
6,615
0.02% 456
2022
Q1
$331K Buy
+6,615
New +$331K 0.03% 442
2021
Q4
Sell
-5,038
Closed -$307K 1093
2021
Q3
$307K Buy
5,038
+2,537
+101% +$155K 0.03% 388
2021
Q2
$148K Buy
2,501
+5
+0.2% +$296 0.02% 530
2021
Q1
$122K Buy
2,496
+5
+0.2% +$244 0.01% 514
2020
Q4
$101K Buy
2,491
+6
+0.2% +$243 0.01% 527
2020
Q3
$85K Buy
2,485
+7
+0.3% +$239 0.01% 515
2020
Q2
$77K Sell
2,478
-1,041
-30% -$32.3K 0.01% 532
2020
Q1
$83K Sell
3,519
-329
-9% -$7.76K 0.02% 465
2019
Q4
$112K Buy
3,848
+13
+0.3% +$378 0.02% 462
2019
Q3
$103K Buy
3,835
+16
+0.4% +$430 0.02% 466
2019
Q2
$97K Buy
3,819
+250
+7% +$6.35K 0.02% 456
2019
Q1
$84K Buy
3,569
+16
+0.5% +$377 0.02% 427
2018
Q4
$70K Sell
3,553
-880
-20% -$17.3K 0.02% 445
2018
Q3
$121K Buy
4,433
+19
+0.4% +$519 0.03% 369
2018
Q2
$110K Buy
4,414
+162
+4% +$4.04K 0.03% 373
2018
Q1
$86K Buy
4,252
+384
+10% +$7.77K 0.02% 407
2017
Q4
$81K Buy
3,868
+1,416
+58% +$29.7K 0.02% 403
2017
Q3
$50K Buy
+2,452
New +$50K 0.02% 435