HBK Sorce 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 | $1.85M | Hold |
13,914
| – | – | 0.05% | 146 |
|
|
2025
Q1 | $1.61M | Sell |
13,914
-2,383
| -15% | -$275K | 0.05% | 157 |
|
|
2024
Q4 | $2.41M | Sell |
16,297
-6,525
| -29% | -$965K | 0.07% | 122 |
|
|
2024
Q3 | $2.98M | Sell |
22,822
-213
| -0.9% | -$27.8K | 0.09% | 101 |
|
|
2024
Q2 | $2.42M | Buy |
23,035
+569
| +3% | +$59.9K | 0.08% | 121 |
|
|
2024
Q1 | $2.26M | Sell |
22,466
-5,412
| -19% | -$544K | 0.08% | 126 |
|
|
2023
Q4 | $2.31M | Sell |
27,878
-3,845
| -12% | -$319K | 0.09% | 129 |
|
|
2023
Q3 | $1.95M | Hold |
31,723
| – | – | 0.09% | 134 |
|
|
2023
Q2 | $1.78M | Sell |
31,723
-21
| -0.1% | -$1.18K | 0.08% | 150 |
|
|
2023
Q1 | $1.67M | Buy |
+31,744
| New | +$1.67M | 0.08% | 153 |
|