Kingswood 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 | $483K | Sell |
3,632
-285
| -7% | -$37.9K | 0.04% | 425 |
|
|
2025
Q1 | $453K | Sell |
3,917
-2,165
| -36% | -$250K | 0.04% | 421 |
|
|
2024
Q4 | $900K | Sell |
6,082
-26,784
| -81% | -$3.96M | 0.07% | 294 |
|
|
2024
Q3 | $4.29M | Buy |
32,866
+1,808
| +6% | +$236K | 0.31% | 74 |
|
|
2024
Q2 | $3.27M | Sell |
31,058
-2,895
| -9% | -$305K | 0.29% | 74 |
|
|
2024
Q1 | $3.41M | Sell |
33,953
-233
| -0.7% | -$23.4K | 0.39% | 51 |
|
|
2023
Q4 | $2.83M | Sell |
34,186
-3,348
| -9% | -$277K | 0.32% | 65 |
|
|
2023
Q3 | $2.31M | Buy |
+37,534
| New | +$2.31M | 0.4% | 66 |
|