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