Kestra Advisory Services’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
$10.9M Buy
82,248
+8,687
+12% +$1.16M 0.05% 351
2025
Q1
$8.5M Buy
73,561
+5,370
+8% +$621K 0.04% 395
2024
Q4
$10.1M Buy
68,191
+1,865
+3% +$276K 0.06% 345
2024
Q3
$8.66M Sell
66,326
-4,199
-6% -$548K 0.05% 401
2024
Q2
$7.42M Buy
70,525
+8,095
+13% +$852K 0.04% 456
2024
Q1
$6.28M Buy
62,430
+3,996
+7% +$402K 0.04% 450
2023
Q4
$4.84M Sell
58,434
-3,294
-5% -$273K 0.04% 465
2023
Q3
$3.8M Buy
61,728
+28,211
+84% +$1.74M 0.04% 466
2023
Q2
$1.88M Sell
33,517
-5,697
-15% -$319K 0.02% 693
2023
Q1
$2.06M Sell
39,214
-2,601
-6% -$137K 0.02% 641
2022
Q4
$1.94M Sell
41,815
-26,828
-39% -$1.25M 0.02% 759
2022
Q3
$2.95M Buy
68,643
+29,097
+74% +$1.25M 0.03% 529
2022
Q2
$1.83M Buy
39,546
+2,306
+6% +$107K 0.02% 706
2022
Q1
$2.18M Sell
37,240
-8,434
-18% -$493K 0.02% 646
2021
Q4
$3.4M Sell
45,674
-8,588
-16% -$640K 0.03% 490
2021
Q3
$3.3M Buy
54,262
+21,360
+65% +$1.3M 0.03% 531
2021
Q2
$1.95M Buy
32,902
+6,645
+25% +$394K 0.02% 663
2021
Q1
$1.28M Sell
26,257
-70,746
-73% -$3.46M 0.02% 770
2020
Q4
$3.85M Buy
97,003
+69,193
+249% +$2.75M 0.04% 399
2020
Q3
$955K Buy
+27,810
New +$955K 0.02% 632