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