LPL Financial’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 | $95M | Buy |
713,842
+57,192
| +9% | +$7.61M | 0.03% | 494 |
|
|
2025
Q1 | $75.9M | Sell |
656,650
-45,550
| -6% | -$5.27M | 0.03% | 518 |
|
|
2024
Q4 | $104M | Buy |
702,200
+187,317
| +36% | +$27.7M | 0.04% | 386 |
|
|
2024
Q3 | $67.2M | Buy |
514,883
+119,145
| +30% | +$15.6M | 0.03% | 503 |
|
|
2024
Q2 | $41.6M | Buy |
395,738
+41,778
| +12% | +$4.4M | 0.02% | 631 |
|
|
2024
Q1 | $35.6M | Buy |
353,960
+97,582
| +38% | +$9.81M | 0.02% | 674 |
|
|
2023
Q4 | $21.2M | Buy |
256,378
+17,719
| +7% | +$1.47M | 0.01% | 851 |
|
|
2023
Q3 | $14.7M | Buy |
238,659
+555
| +0.2% | +$34.2K | 0.01% | 947 |
|
|
2023
Q2 | $13.3M | Sell |
238,104
-13
| -0% | -$728 | 0.01% | 976 |
|
|
2023
Q1 | $12.5M | Sell |
238,117
-35,242
| -13% | -$1.85M | 0.01% | 971 |
|
|
2022
Q4 | $12.7M | Sell |
273,359
-10,944
| -4% | -$508K | 0.01% | 895 |
|
|
2022
Q3 | $12.2M | Sell |
284,303
-11,266
| -4% | -$484K | 0.01% | 857 |
|
|
2022
Q2 | $13.7M | Sell |
295,569
-22,356
| -7% | -$1.03M | 0.01% | 809 |
|
|
2022
Q1 | $18.6M | Buy |
317,925
+4,124
| +1% | +$241K | 0.02% | 694 |
|
|
2021
Q4 | $23.4M | Buy |
313,801
+34,705
| +12% | +$2.59M | 0.02% | 618 |
|
|
2021
Q3 | $17M | Buy |
279,096
+26,601
| +11% | +$1.62M | 0.02% | 691 |
|
|
2021
Q2 | $15M | Sell |
252,495
-14,944
| -6% | -$885K | 0.02% | 708 |
|
|
2021
Q1 | $13.1M | Buy |
267,439
+892
| +0.3% | +$43.6K | 0.02% | 705 |
|
|
2020
Q4 | $10.8M | Buy |
266,547
+21,297
| +9% | +$862K | 0.01% | 716 |
|
|
2020
Q3 | $8.42M | Sell |
245,250
-2,814
| -1% | -$96.6K | 0.01% | 714 |
|
|
2020
Q2 | $7.66M | Buy |
248,064
+2,486
| +1% | +$76.8K | 0.01% | 688 |
|
|
2020
Q1 | $5.76M | Sell |
245,578
-1,046
| -0.4% | -$24.6K | 0.01% | 694 |
|
|
2019
Q4 | $7.19M | Buy |
246,624
+5,387
| +2% | +$157K | 0.01% | 690 |
|
|
2019
Q3 | $6.48M | Buy |
241,237
+6,173
| +3% | +$166K | 0.01% | 692 |
|
|
2019
Q2 | $5.94M | Sell |
235,064
-45,543
| -16% | -$1.15M | 0.01% | 713 |
|
|
2019
Q1 | $6.59M | Buy |
280,607
+3,438
| +1% | +$80.8K | 0.02% | 649 |
|
|
2018
Q4 | $5.44M | Sell |
277,169
-17,669
| -6% | -$347K | 0.01% | 652 |
|
|
2018
Q3 | $8.04M | Buy |
294,838
+4,428
| +2% | +$121K | 0.02% | 569 |
|
|
2018
Q2 | $7.22M | Sell |
290,410
-27,441
| -9% | -$682K | 0.02% | 570 |
|
|
2018
Q1 | $6.45M | Sell |
317,851
-107,745
| -25% | -$2.19M | 0.02% | 591 |
|
|
2017
Q4 | $8.96M | Sell |
425,596
-1,117
| -0.3% | -$23.5K | 0.03% | 440 |
|
|
2017
Q3 | $8.68M | Sell |
426,713
-8,868
| -2% | -$180K | 0.03% | 420 |
|
|
2017
Q2 | $8.1M | Buy |
+435,581
| New | +$8.1M | 0.03% | 417 |
|
|
2016
Q2 | – | Sell |
-937,920
| Closed | -$12.5M | – | 2815 |
|
|
2016
Q1 | $12.5M | Sell |
937,920
-14,910
| -2% | -$199K | 0.03% | 376 |
|
|
2015
Q4 | $14.7M | Buy |
952,830
+273,235
| +40% | +$4.22M | 0.04% | 342 |
|
|
2015
Q3 | $12.4M | Sell |
679,595
-43,269
| -6% | -$790K | 0.07% | 246 |
|
|
2015
Q2 | $16.7M | Sell |
722,864
-21,917
| -3% | -$507K | 0.08% | 214 |
|
|
2015
Q1 | $17.2M | Buy |
744,781
+71,044
| +11% | +$1.64M | 0.09% | 202 |
|
|
2014
Q4 | $15.6M | Buy |
673,737
+219,231
| +48% | +$5.09M | 0.09% | 217 |
|
|
2014
Q3 | $9.85M | Buy |
454,506
+102,048
| +29% | +$2.21M | 0.06% | 282 |
|
|
2014
Q2 | $8.58M | Buy |
352,458
+156,903
| +80% | +$3.82M | 0.05% | 309 |
|
|
2014
Q1 | $4.47M | Buy |
195,555
+33,455
| +21% | +$764K | 0.03% | 485 |
|
|
2013
Q4 | $3.95M | Buy |
162,100
+27,228
| +20% | +$663K | 0.02% | 520 |
|
|
2013
Q3 | $2.81M | Buy |
134,872
+39,632
| +42% | +$824K | 0.02% | 630 |
|
|
2013
Q2 | $1.87M | Buy |
+95,240
| New | +$1.87M | 0.01% | 757 |
|