Jones Financial Companies’s KKR & Co KKR Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q2  | $4.28M | Buy | 
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        2025
         Q1  | $2.96M | Buy | 
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| 
        
          
      
        2024
         Q4  | $2.72M | Buy | 
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| 
        
          
      
        2024
         Q3  | $1.78M | Buy | 
         | 
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| 
        
          
      
        2024
         Q2  | $770K | Buy | 
         | 
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| 
        
          
      
        2024
         Q1  | $35.8K | Buy | 
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| 
        
          
      
        2023
         Q4  | $5.22K | Buy | 
         | 
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| 
        
          
      
        2023
         Q3  | $1.79K | Buy | 
         | 
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| 
        
          
      
        2023
         Q1  | – | Sell | 
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| 
        
          
      
        2022
         Q4  | $5K | Buy | 
         | 
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| 
        
          
      
        2022
         Q3  | – | Sell | 
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| 
        
          
      
        2022
         Q2  | $0 | Sell | 
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| 
        
          
      
        2022
         Q1  | $3K | Sell | 
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| 
        
          
      
        2021
         Q4  | $4K | Buy | 
         |