Level Four Advisory Services’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
$1.67M Sell
12,572
-1,763
-12% -$235K 0.06% 279
2025
Q1
$1.66M Sell
14,335
-223
-2% -$25.8K 0.07% 268
2024
Q4
$2.15M Buy
14,558
+595
+4% +$88K 0.09% 238
2024
Q3
$1.93M Sell
13,963
-164
-1% -$22.7K 0.08% 242
2024
Q2
$1.49M Buy
14,127
+250
+2% +$26.3K 0.07% 272
2024
Q1
$1.15M Hold
13,877
0.06% 277
2023
Q4
$1.15M Sell
13,877
-2,962
-18% -$245K 0.06% 276
2023
Q3
$1.04M Buy
16,839
+2,914
+21% +$180K 0.07% 272
2023
Q2
$780K Sell
13,925
-2,859
-17% -$160K 0.05% 346
2023
Q1
$882K Sell
16,784
-7,015
-29% -$368K 0.06% 304
2022
Q4
$1.1M Buy
+23,799
New +$1.1M 0.08% 231
2022
Q2
Sell
-4,280
Closed -$250K 606
2022
Q1
$250K Buy
4,280
+516
+14% +$30.1K 0.02% 551
2021
Q4
$280K Sell
3,764
-607
-14% -$45.2K 0.02% 521
2021
Q3
$266K Sell
4,371
-6,119
-58% -$372K 0.03% 406
2021
Q2
$621K Hold
10,490
0.04% 350
2021
Q1
$512K Sell
10,490
-300
-3% -$14.6K 0.04% 377
2020
Q4
$437K Hold
10,790
0.04% 389
2020
Q3
$371K Sell
10,790
-11,546
-52% -$397K 0.03% 400
2020
Q2
$686K Buy
+22,336
New +$686K 0.05% 314