Legacy Advisors’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$452K Sell
2024
Q4
$910K Buy
2024
Q3
$516K Buy
2024
Q2
$385K Sell
2024
Q1
$850K Buy
2023
Q4
$283K Buy
2022
Q3
Sell
2022
Q2
$216K Buy
2022
Q1
$210K Buy
2019
Q3
Sell
2019
Q2
$32K Hold
2019
Q1
$29K Buy
2018
Q4
Sell
2018
Q3
$34K Buy