Independent Advisor Alliance’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 | $2.25M | Buy |
16,911
+410
| +2% | +$54.5K | 0.06% | 254 |
|
2025
Q1 | $1.91M | Buy |
16,501
+568
| +4% | +$65.7K | 0.06% | 261 |
|
2024
Q4 | $2.36M | Buy |
15,933
+2,422
| +18% | +$358K | 0.03% | 471 |
|
2024
Q3 | $1.76M | Buy |
13,511
+5
| +0% | +$653 | 0.06% | 242 |
|
2024
Q2 | $1.42M | Buy |
13,506
+231
| +2% | +$24.3K | 0.05% | 273 |
|
2024
Q1 | $1.34M | Buy |
13,275
+2
| +0% | +$201 | 0.05% | 277 |
|
2023
Q4 | $1.1M | Sell |
13,273
-999
| -7% | -$82.8K | 0.04% | 294 |
|
2023
Q3 | $879K | Sell |
14,272
-863
| -6% | -$53.2K | 0.04% | 314 |
|
2023
Q2 | $848K | Sell |
15,135
-395
| -3% | -$22.1K | 0.04% | 325 |
|
2023
Q1 | $816K | Buy |
15,530
+216
| +1% | +$11.3K | 0.04% | 321 |
|
2022
Q4 | $711 | Sell |
15,314
-10,881
| -42% | -$505 | ﹤0.01% | 323 |
|
2022
Q3 | $1.13M | Sell |
26,195
-1,450
| -5% | -$62.3K | 0.07% | 244 |
|
2022
Q2 | $1.28M | Buy |
27,645
+10,726
| +63% | +$497K | 0.07% | 225 |
|
2022
Q1 | $989K | Sell |
16,919
-6,812
| -29% | -$398K | 0.05% | 282 |
|
2021
Q4 | $1.77M | Sell |
23,731
-314
| -1% | -$23.4K | 0.09% | 179 |
|
2021
Q3 | $1.46M | Sell |
24,045
-2,860
| -11% | -$174K | 0.08% | 197 |
|
2021
Q2 | $1.59M | Sell |
26,905
-260
| -1% | -$15.4K | 0.09% | 191 |
|
2021
Q1 | $1.33M | Sell |
27,165
-400
| -1% | -$19.5K | 0.08% | 206 |
|
2020
Q4 | $1.12M | Hold |
27,565
| – | – | 0.08% | 198 |
|
2020
Q3 | $947K | Sell |
27,565
-500
| -2% | -$17.2K | 0.07% | 195 |
|
2020
Q2 | $867K | Sell |
28,065
-6,579
| -19% | -$203K | 0.09% | 178 |
|
2020
Q1 | $813K | Sell |
34,644
-1,595
| -4% | -$37.4K | 0.12% | 142 |
|
2019
Q4 | $1.06M | Sell |
36,239
-2,100
| -5% | -$61.3K | 0.05% | 349 |
|
2019
Q3 | $1.03M | Sell |
38,339
-680
| -2% | -$18.3K | 0.13% | 153 |
|
2019
Q2 | $986K | Buy |
39,019
+17,593
| +82% | +$445K | 0.14% | 146 |
|
2019
Q1 | $503K | Buy |
21,426
+3,502
| +20% | +$82.2K | 0.07% | 231 |
|
2018
Q4 | $352K | Buy |
17,924
+316
| +2% | +$6.21K | 0.06% | 256 |
|
2018
Q3 | $484K | Sell |
17,608
-5,772
| -25% | -$159K | 0.09% | 187 |
|
2018
Q2 | $581K | Buy |
23,380
+6,289
| +37% | +$156K | 0.12% | 166 |
|
2018
Q1 | $340K | Sell |
17,091
-1,995
| -10% | -$39.7K | 0.08% | 233 |
|
2017
Q4 | $420K | Buy |
19,086
+3,021
| +19% | +$66.5K | 0.09% | 199 |
|
2017
Q3 | $325K | Buy |
16,065
+3,928
| +32% | +$79.5K | 0.09% | 202 |
|
2017
Q2 | $229K | Buy |
+12,137
| New | +$229K | 0.07% | 217 |
|