HAG
HighPoint Advisor Group’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
8,596
+626
| +8% | +$83.3K | 0.06% | 227 |
|
|
2025
Q1 | $911K | Buy |
7,970
+704
| +10% | +$80.5K | 0.05% | 250 |
|
|
2024
Q4 | $1.04M | Buy |
7,266
+923
| +15% | +$131K | 0.06% | 240 |
|
|
2024
Q3 | $873K | Buy |
6,343
+847
| +15% | +$117K | 0.05% | 252 |
|
|
2024
Q2 | $659K | Buy |
5,496
+651
| +13% | +$78.1K | 0.04% | 299 |
|
|
2024
Q1 | $486K | Sell |
4,845
-6
| -0.1% | -$602 | 0.03% | 348 |
|
|
2023
Q4 | $489K | Buy |
+4,851
| New | +$489K | 0.04% | 359 |
|
|
2021
Q3 | $300K | Sell |
4,924
-63
| -1% | -$3.84K | 0.03% | 405 |
|
|
2021
Q2 | $295K | Buy |
4,987
+293
| +6% | +$17.3K | 0.03% | 402 |
|
|
2021
Q1 | $241K | Buy |
4,694
+102
| +2% | +$5.24K | 0.03% | 416 |
|
|
2020
Q4 | $214K | Buy |
+4,592
| New | +$214K | 0.03% | 418 |
|
|
2019
Q4 | – | Sell |
-3,945
| Closed | -$115K | – | 423 |
|
|
2019
Q3 | $115K | Sell |
3,945
-43
| -1% | -$1.25K | 0.03% | 439 |
|
|
2019
Q2 | $104K | Buy |
+3,988
| New | +$104K | 0.02% | 451 |
|