LAM
Lountzis Asset Management’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Hold |
105,861
| – | – | 4.96% | 7 |
|
|
2025
Q1 | $12.1M | Sell |
105,861
-423
| -0.4% | -$48.2K | 4.56% | 9 |
|
|
2024
Q4 | $15.7M | Sell |
106,284
-538
| -0.5% | -$79.6K | 6.66% | 5 |
|
|
2024
Q3 | $13.9M | Sell |
106,822
-76
| -0.1% | -$9.92K | 5.8% | 5 |
|
|
2024
Q2 | $11.2M | Sell |
106,898
-11
| -0% | -$1.16K | 5.26% | 6 |
|
|
2024
Q1 | $10.8M | Buy |
106,909
+161
| +0.2% | +$16.2K | 5.09% | 7 |
|
|
2023
Q4 | $8.84M | Sell |
106,748
-927
| -0.9% | -$76.8K | 4.83% | 7 |
|
|
2023
Q3 | $6.63M | Hold |
107,675
| – | – | 3.7% | 9 |
|
|
2023
Q2 | $6.65M | Sell |
107,675
-2,846
| -3% | -$176K | 3.67% | 11 |
|
|
2023
Q1 | $5.81M | Buy |
110,521
+1,417
| +1% | +$74.4K | 3.44% | 12 |
|
|
2022
Q4 | $6.11M | Sell |
109,104
-3,361
| -3% | -$188K | 3.67% | 10 |
|
|
2022
Q3 | $4.84M | Buy |
+112,465
| New | +$4.84M | 3.28% | 10 |
|