Jones Financial Companies’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 | $4.28M | Buy |
31,881
+6,086
| +24% | +$817K | ﹤0.01% | 538 |
|
|
2025
Q1 | $2.96M | Buy |
25,795
+7,419
| +40% | +$852K | ﹤0.01% | 547 |
|
|
2024
Q4 | $2.72M | Buy |
18,376
+4,930
| +37% | +$729K | ﹤0.01% | 486 |
|
|
2024
Q3 | $1.78M | Buy |
13,446
+6,133
| +84% | +$810K | ﹤0.01% | 479 |
|
|
2024
Q2 | $770K | Buy |
7,313
+6,957
| +1,954% | +$732K | ﹤0.01% | 464 |
|
|
2024
Q1 | $35.8K | Buy |
356
+293
| +465% | +$29.5K | ﹤0.01% | 791 |
|
|
2023
Q4 | $5.22K | Buy |
63
+34
| +117% | +$2.82K | ﹤0.01% | 755 |
|
|
2023
Q3 | $1.79K | Buy |
+29
| New | +$1.79K | ﹤0.01% | 580 |
|
|
2023
Q1 | – | Sell |
-115
| Closed | -$5K | – | 675 |
|
|
2022
Q4 | $5K | Buy |
+115
| New | +$5K | ﹤0.01% | 540 |
|
|
2022
Q3 | – | Sell |
-3
| Closed | – | – | 643 |
|
|
2022
Q2 | $0 | Sell |
3
-41
| -93% | – | ﹤0.01% | 793 |
|
|
2022
Q1 | $3K | Sell |
44
-4
| -8% | -$273 | ﹤0.01% | 624 |
|
|
2021
Q4 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 665 |
|