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Lodestone Wealth Management’s KKR & Co KKR Stock Holding History

Lodestone Wealth Management’s Portfolio KKR Stock Details KKR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$207K Buy
+1,554
New +$207K 0.1% 163
2025
Q1 		– Sell
-1,554
Closed -$230K – 157
2024
Q4 		$230K Hold
1,554
– – 0.12% 137
2024
Q3 		$203K Buy
+1,554
New +$203K 0.1% 147