IFP Advisors’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 | $5.54M | Sell |
40,679
-622
| -2% | -$84.6K | 0.16% | 139 |
|
|
2025
Q1 | $4.77M | Buy |
41,301
+1,227
| +3% | +$142K | 0.15% | 152 |
|
|
2024
Q4 | $5.93M | Sell |
40,074
-793
| -2% | -$117K | 0.19% | 107 |
|
|
2024
Q3 | $5.34M | Buy |
40,867
+3,692
| +10% | +$482K | 0.19% | 114 |
|
|
2024
Q2 | $4.86M | Sell |
37,175
-4,243
| -10% | -$555K | 0.19% | 114 |
|
|
2024
Q1 | $4.17M | Buy |
41,418
+343
| +0.8% | +$34.5K | 0.18% | 118 |
|
|
2023
Q4 | $3.4M | Buy |
41,075
+213
| +0.5% | +$17.6K | 0.16% | 139 |
|
|
2023
Q3 | $2.52M | Buy |
40,862
+209
| +0.5% | +$12.9K | 0.11% | 186 |
|
|
2023
Q2 | $2.28M | Sell |
40,653
-1,116
| -3% | -$62.5K | 0.1% | 233 |
|
|
2023
Q1 | $1.08M | Sell |
41,769
-242
| -0.6% | -$6.28K | 0.05% | 370 |
|
|
2022
Q4 | $1.1M | Sell |
42,011
-15,296
| -27% | -$401K | 0.03% | 589 |
|
|
2022
Q3 | $1.5M | Buy |
57,307
+2,872
| +5% | +$75K | 0.04% | 497 |
|
|
2022
Q2 | $1.42M | Hold |
54,435
| – | – | 0.05% | 469 |
|
|
2022
Q1 | $1.42M | Buy |
54,435
+19,030
| +54% | +$496K | 0.05% | 469 |
|
|
2021
Q4 | $2.64M | Buy |
35,405
+1,318
| +4% | +$98.1K | 0.05% | 203 |
|
|
2021
Q3 | $2.07M | Sell |
34,087
-9
| -0% | -$547 | 0.04% | 244 |
|
|
2021
Q2 | $2.02M | Buy |
34,096
+94
| +0.3% | +$5.57K | 0.04% | 238 |
|
|
2021
Q1 | $1.66M | Sell |
34,002
-574
| -2% | -$28.1K | 0.03% | 260 |
|
|
2020
Q4 | $1.4M | Buy |
34,576
+27,887
| +417% | +$1.13M | 0.06% | 273 |
|
|
2020
Q3 | $230K | Buy |
6,689
+270
| +4% | +$9.28K | 0.01% | 654 |
|
|
2020
Q2 | $193K | Sell |
6,419
-41,658
| -87% | -$1.25M | 0.02% | 680 |
|
|
2020
Q1 | $1.24M | Sell |
48,077
-527
| -1% | -$13.6K | 0.12% | 178 |
|
|
2019
Q4 | $1.42M | Sell |
48,604
-753
| -2% | -$22K | 0.11% | 220 |
|
|
2019
Q3 | $1.35M | Buy |
+49,357
| New | +$1.35M | 0.09% | 247 |
|
|
2019
Q1 | $972K | Sell |
41,438
-21,911
| -35% | -$514K | 0.13% | 166 |
|
|
2018
Q4 | $1.24M | Sell |
63,349
-5,307
| -8% | -$104K | 0.08% | 291 |
|
|
2018
Q3 | $1.87M | Sell |
68,656
-14,380
| -17% | -$392K | 0.08% | 273 |
|
|
2018
Q2 | $2.06M | Sell |
83,036
-5,894
| -7% | -$146K | 0.09% | 245 |
|
|
2018
Q1 | $1.87M | Hold |
88,930
| – | – | 0.08% | 244 |
|
|
2017
Q4 | $1.87M | Sell |
88,930
-2,696
| -3% | -$56.8K | 0.08% | 244 |
|
|
2017
Q3 | $1.86M | Sell |
91,626
-744
| -0.8% | -$15.1K | 0.07% | 277 |
|
|
2017
Q2 | $1.72M | Sell |
92,370
-3,186
| -3% | -$59.3K | 0.07% | 297 |
|
|
2017
Q1 | $1.74M | Sell |
95,556
-17,737
| -16% | -$323K | 0.08% | 284 |
|
|
2016
Q4 | $1.74M | Sell |
113,293
-13,113
| -10% | -$202K | 0.08% | 259 |
|
|
2016
Q3 | $1.8M | Buy |
126,406
+39,593
| +46% | +$565K | 0.09% | 242 |
|
|
2016
Q2 | $1.07M | Buy |
86,813
+45,375
| +110% | +$560K | 0.06% | 338 |
|
|
2016
Q1 | $972K | Sell |
41,438
-29,888
| -42% | -$701K | 0.13% | 166 |
|
|
2015
Q4 | $1.11M | Buy |
+71,326
| New | +$1.11M | 0.07% | 284 |
|