Harbor Investment Advisory’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 | $252K | Sell |
1,897
-903
| -32% | -$120K | 0.02% | 340 |
|
2025
Q1 | $324K | Sell |
2,800
-420
| -13% | -$48.6K | 0.03% | 304 |
|
2024
Q4 | $476K | Buy |
3,220
+717
| +29% | +$106K | 0.04% | 242 |
|
2024
Q3 | $327K | Buy |
2,503
+740
| +42% | +$96.6K | 0.03% | 281 |
|
2024
Q2 | $186K | Buy |
+1,763
| New | +$186K | 0.02% | 346 |
|
2022
Q2 | – | Sell |
-1,519
| Closed | -$89K | – | 1365 |
|
2022
Q1 | $89K | Hold |
1,519
| – | – | 0.01% | 566 |
|
2021
Q4 | $113K | Hold |
1,519
| – | – | 0.01% | 505 |
|
2021
Q3 | $92K | Hold |
1,519
| – | – | 0.01% | 550 |
|
2021
Q2 | $90K | Hold |
1,519
| – | – | 0.01% | 534 |
|
2021
Q1 | $74K | Buy |
+1,519
| New | +$74K | 0.01% | 568 |
|