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 |
|