JFS Wealth 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 | $13.7K | Sell |
103
-13
| -11% | -$1.73K | ﹤0.01% | 763 |
|
|
2025
Q1 | $13.4K | Buy |
116
+2
| +2% | +$231 | ﹤0.01% | 775 |
|
|
2024
Q4 | $16.9K | Hold |
114
| – | – | ﹤0.01% | 686 |
|
|
2024
Q3 | $14.9K | Buy |
114
+4
| +4% | +$522 | ﹤0.01% | 720 |
|
|
2024
Q2 | $11.6K | Sell |
110
-144
| -57% | -$15.2K | ﹤0.01% | 749 |
|
|
2024
Q1 | $25.5K | Buy |
254
+157
| +162% | +$15.8K | ﹤0.01% | 576 |
|
|
2023
Q4 | $8.04K | Sell |
97
-40
| -29% | -$3.31K | ﹤0.01% | 855 |
|
|
2023
Q3 | $8.44K | Buy |
137
+104
| +315% | +$6.41K | ﹤0.01% | 787 |
|
|
2023
Q2 | $1.85K | Hold |
33
| – | – | ﹤0.01% | 1412 |
|
|
2023
Q1 | $1.73K | Sell |
33
-53
| -62% | -$2.79K | ﹤0.01% | 1416 |
|
|
2022
Q4 | $3.99K | Buy |
86
+14
| +19% | +$650 | ﹤0.01% | 1079 |
|
|
2022
Q3 | $3K | Hold |
72
| – | – | ﹤0.01% | 1191 |
|
|
2022
Q2 | $3K | Buy |
72
+5
| +7% | +$208 | ﹤0.01% | 1196 |
|
|
2022
Q1 | $4K | Buy |
67
+18
| +37% | +$1.08K | ﹤0.01% | 1147 |
|
|
2021
Q4 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 862 |
|
|
2020
Q3 | – | Sell |
-6,200
| Closed | -$191K | – | 580 |
|
|
2020
Q2 | $191K | Hold |
6,200
| – | – | 0.05% | 139 |
|
|
2020
Q1 | $146K | Buy |
+6,200
| New | +$146K | 0.04% | 147 |
|
|
2016
Q4 | – | Sell |
-570
| Closed | -$8K | – | 469 |
|
|
2016
Q3 | $8K | Hold |
570
| – | – | ﹤0.01% | 398 |
|
|
2016
Q2 | $7K | Hold |
570
| – | – | ﹤0.01% | 414 |
|
|
2016
Q1 | $8K | Hold |
570
| – | – | ﹤0.01% | 420 |
|
|
2015
Q4 | $9K | Hold |
570
| – | – | ﹤0.01% | 403 |
|
|
2015
Q3 | $10K | Hold |
570
| – | – | ﹤0.01% | 344 |
|
|
2015
Q2 | $13K | Hold |
570
| – | – | 0.01% | 336 |
|
|
2015
Q1 | $13K | Hold |
570
| – | – | 0.01% | 332 |
|
|
2014
Q4 | $13K | Hold |
570
| – | – | ﹤0.01% | 340 |
|
|
2014
Q3 | $13K | Hold |
570
| – | – | ﹤0.01% | 309 |
|
|
2014
Q2 | $14K | Buy |
+570
| New | +$14K | ﹤0.01% | 293 |
|