Lantz Financial’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 | $216K | Sell |
1,627
-307
| -16% | -$40.8K | 0.05% | 224 |
|
|
2025
Q1 | $224K | Sell |
1,934
-2
| -0.1% | -$231 | 0.06% | 201 |
|
|
2024
Q4 | $286K | Sell |
1,936
-186
| -9% | -$27.5K | 0.08% | 185 |
|
|
2024
Q3 | $277K | Buy |
2,122
+46
| +2% | +$6.01K | 0.08% | 188 |
|
|
2024
Q2 | $218K | Sell |
2,076
-35
| -2% | -$3.68K | 0.07% | 196 |
|
|
2024
Q1 | $212K | Buy |
+2,111
| New | +$212K | 0.07% | 198 |
|