Golden State Wealth 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 | $532K | Sell |
3,999
-9
| -0.2% | -$1.2K | 0.06% | 218 |
|
|
2025
Q1 | $463K | Sell |
4,008
-7
| -0.2% | -$809 | 0.07% | 214 |
|
|
2024
Q4 | $594K | Buy |
+4,015
| New | +$594K | 0.09% | 177 |
|
|
2020
Q4 | – | Sell |
-2,490
| Closed | -$86K | – | 336 |
|
|
2020
Q3 | $86K | Buy |
+2,490
| New | +$86K | 0.03% | 278 |
|
|
2020
Q2 | – | Sell |
-2,670
| Closed | -$63K | – | 572 |
|
|
2020
Q1 | $63K | Buy |
+2,670
| New | +$63K | 0.03% | 320 |
|
|
2019
Q4 | – | Sell |
-4,595
| Closed | -$123K | – | 529 |
|
|
2019
Q3 | $123K | Sell |
4,595
-100
| -2% | -$2.68K | 0.04% | 283 |
|
|
2019
Q2 | $118K | Sell |
4,695
-100
| -2% | -$2.51K | 0.04% | 311 |
|
|
2019
Q1 | $113K | Buy |
+4,795
| New | +$113K | 0.04% | 307 |
|