Kestra Private Wealth 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
$1.22M Sell
9,134
-287
-3% -$38.2K 0.02% 665
2025
Q1
$1.09M Buy
9,421
+270
+3% +$31.2K 0.02% 650
2024
Q4
$1.35M Buy
9,151
+836
+10% +$124K 0.02% 544
2024
Q3
$1.09M Buy
8,315
+235
+3% +$30.7K 0.02% 594
2024
Q2
$850K Sell
8,080
-1,610
-17% -$169K 0.02% 629
2024
Q1
$975K Sell
9,690
-2,905
-23% -$292K 0.02% 561
2023
Q4
$1.04M Buy
12,595
+91
+0.7% +$7.54K 0.03% 517
2023
Q3
$770K Buy
12,504
+806
+7% +$49.7K 0.02% 530
2023
Q2
$655K Buy
11,698
+269
+2% +$15.1K 0.02% 547
2023
Q1
$600K Buy
11,429
+17
+0.1% +$893 0.02% 551
2022
Q4
$530K Sell
11,412
-2,005
-15% -$93.1K 0.03% 509
2022
Q3
$577K Buy
13,417
+1,582
+13% +$68K 0.03% 458
2022
Q2
$548K Buy
11,835
+322
+3% +$14.9K 0.03% 477
2022
Q1
$673K Buy
11,513
+278
+2% +$16.3K 0.03% 475
2021
Q4
$837K Buy
11,235
+766
+7% +$57.1K 0.04% 437
2021
Q3
$637K Buy
10,469
+283
+3% +$17.2K 0.04% 477
2021
Q2
$603K Buy
10,186
+16
+0.2% +$947 0.04% 460
2021
Q1
$497K Buy
10,170
+19
+0.2% +$929 0.03% 452
2020
Q4
$403K Buy
10,151
+21
+0.2% +$834 0.03% 483
2020
Q3
$348K Buy
+10,130
New +$348K 0.03% 459