HighPoint Advisor Group’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.14M Buy
2025
Q1
$911K Buy
2024
Q4
$1.04M Buy
2024
Q3
$873K Buy
2024
Q2
$659K Buy
2024
Q1
$486K Sell
2023
Q4
$489K Buy
2021
Q3
$300K Sell
2021
Q2
$295K Buy
2021
Q1
$241K Buy
2020
Q4
$214K Buy
2019
Q4
Sell
2019
Q3
$115K Sell
2019
Q2
$104K Buy