Lake Street Advisors Group’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $636K | Sell |
4,297
-370
| -8% | -$54.7K | 0.03% | 294 |
|
|
2024
Q3 | $609K | Buy |
4,667
+177
| +4% | +$23.1K | 0.03% | 287 |
|
|
2024
Q2 | $473K | Sell |
4,490
-740
| -14% | -$77.9K | 0.02% | 333 |
|
|
2024
Q1 | $526K | Sell |
5,230
-902
| -15% | -$90.7K | 0.02% | 333 |
|
|
2023
Q4 | $508K | Buy |
+6,132
| New | +$508K | 0.03% | 326 |
|
|
2021
Q4 | – | Sell |
-10,200
| Closed | -$621K | – | 289 |
|
|
2021
Q3 | $621K | Buy |
+10,200
| New | +$621K | 0.07% | 120 |
|
|
2018
Q3 | – | Sell |
-38,064
| Closed | -$946K | – | 274 |
|
|
2018
Q2 | $946K | Buy |
+38,064
| New | +$946K | 0.09% | 82 |
|
|
2018
Q1 | – | Sell |
-14,703
| Closed | -$310K | – | 338 |
|
|
2017
Q4 | $310K | Buy |
+14,703
| New | +$310K | 0.04% | 214 |
|