Kingswood Wealth Advisors’s KKR & Co KKR Stock Holding History

Kingswood Wealth Advisors’s Portfolio KKR Stock Details KKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$405K	Sell
2025 Q2	$483K	Sell
2025 Q1	$453K	Sell
2024 Q4	$900K	Sell
2024 Q3	$4.29M	Buy
2024 Q2	$3.27M	Sell
2024 Q1	$3.41M	Sell
2023 Q4	$2.83M	Sell
2023 Q3	$2.31M	Buy