Jackson Wealth Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,213
| Closed | -$475K | – | 169 |
|
|
2024
Q4 | $475K | Buy |
3,213
+886
| +38% | +$131K | 0.05% | 114 |
|
|
2024
Q3 | $304K | Buy |
+2,327
| New | +$304K | 0.04% | 122 |
|
|
2016
Q4 | – | Sell |
-251,093
| Closed | -$3.45M | – | 72 |
|
|
2016
Q3 | $3.45M | Buy |
251,093
+24,809
| +11% | +$340K | 1.3% | 17 |
|
|
2016
Q2 | $2.79M | Buy |
226,284
+15,073
| +7% | +$186K | 1.04% | 24 |
|
|
2016
Q1 | $2.82M | Sell |
211,211
-3,804
| -2% | -$50.9K | 1.09% | 21 |
|
|
2015
Q4 | $2.91M | Buy |
215,015
+6,209
| +3% | +$84.1K | 1.15% | 21 |
|
|
2015
Q3 | $3.5M | Buy |
208,806
+78,114
| +60% | +$1.31M | 1.26% | 20 |
|
|
2015
Q2 | $2.98M | Buy |
130,692
+56,931
| +77% | +$1.3M | 1.01% | 24 |
|
|
2015
Q1 | $1.68M | Sell |
73,761
-8,406
| -10% | -$192K | 0.54% | 66 |
|
|
2014
Q4 | $1.91M | Buy |
+82,167
| New | +$1.91M | 0.62% | 48 |
|