J.W. Cole 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 | $3.49M | Buy |
26,240
+2,073
| +9% | +$276K | 0.07% | 254 |
|
|
2025
Q1 | $2.79M | Buy |
24,167
+6,760
| +39% | +$782K | 0.09% | 235 |
|
|
2024
Q4 | $2.57M | Buy |
17,407
+209
| +1% | +$30.9K | 0.1% | 194 |
|
|
2024
Q3 | $2.25M | Buy |
17,198
+966
| +6% | +$126K | 0.09% | 222 |
|
|
2024
Q2 | $1.71M | Buy |
16,232
+142
| +0.9% | +$14.9K | 0.08% | 242 |
|
|
2024
Q1 | $1.62M | Buy |
16,090
+623
| +4% | +$62.7K | 0.08% | 247 |
|
|
2023
Q4 | $1.28M | Buy |
15,467
+1,226
| +9% | +$102K | 0.08% | 269 |
|
|
2023
Q3 | $877K | Buy |
14,241
+30
| +0.2% | +$1.85K | 0.06% | 281 |
|
|
2023
Q2 | $796K | Buy |
14,211
+234
| +2% | +$13.1K | 0.06% | 312 |
|
|
2023
Q1 | $734K | Buy |
13,977
+61
| +0.4% | +$3.2K | 0.05% | 351 |
|
|
2022
Q4 | $646K | Buy |
13,916
+521
| +4% | +$24.2K | 0.05% | 350 |
|
|
2022
Q3 | $576K | Sell |
13,395
-69
| -0.5% | -$2.97K | 0.05% | 356 |
|
|
2022
Q2 | $623K | Sell |
13,464
-2,194
| -14% | -$102K | 0.05% | 353 |
|
|
2022
Q1 | $915K | Sell |
15,658
-949
| -6% | -$55.5K | 0.06% | 300 |
|
|
2021
Q4 | $1.24M | Buy |
16,607
+211
| +1% | +$15.7K | 0.08% | 257 |
|
|
2021
Q3 | $998K | Buy |
16,396
+6,374
| +64% | +$388K | 0.07% | 162 |
|
|
2021
Q2 | $594K | Buy |
+10,022
| New | +$594K | 0.05% | 382 |
|