Lantz Financial’s KKR & Co KKR Stock Holding History

Lantz Financial’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	$229K	Buy
2025 Q2	$216K	Sell
2025 Q1	$224K	Sell
2024 Q4	$286K	Sell
2024 Q3	$277K	Buy
2024 Q2	$218K	Sell
2024 Q1	$212K	Buy