LA
Legacy Advisors’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,914
| Closed | -$452K | – | 224 |
|
|
2025
Q1 | $452K | Sell |
3,914
-2,239
| -36% | -$259K | 0.05% | 276 |
|
|
2024
Q4 | $910K | Buy |
6,153
+2,202
| +56% | +$326K | 0.09% | 173 |
|
|
2024
Q3 | $516K | Buy |
3,951
+288
| +8% | +$37.6K | 0.06% | 239 |
|
|
2024
Q2 | $385K | Sell |
3,663
-4,791
| -57% | -$504K | 0.05% | 227 |
|
|
2024
Q1 | $850K | Buy |
8,454
+5,040
| +148% | +$507K | 0.11% | 151 |
|
|
2023
Q4 | $283K | Buy |
+3,414
| New | +$283K | 0.04% | 253 |
|
|
2022
Q3 | – | Sell |
-4,659
| Closed | -$216K | – | 233 |
|
|
2022
Q2 | $216K | Buy |
4,659
+1,074
| +30% | +$49.8K | 0.05% | 201 |
|
|
2022
Q1 | $210K | Buy |
+3,585
| New | +$210K | 0.04% | 199 |
|
|
2019
Q3 | – | Sell |
-1,250
| Closed | -$32K | – | 224 |
|
|
2019
Q2 | $32K | Hold |
1,250
| – | – | 0.02% | 230 |
|
|
2019
Q1 | $29K | Buy |
+1,250
| New | +$29K | 0.01% | 252 |
|
|
2018
Q4 | – | Sell |
-1,250
| Closed | -$34K | – | 256 |
|
|
2018
Q3 | $34K | Buy |
+1,250
| New | +$34K | 0.02% | 263 |
|