LPL Financial’s KKR Real Estate Finance Trust KREF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $981K | Buy |
111,865
+1,113
| +1% | +$9.76K | ﹤0.01% | 3743 |
|
|
2025
Q1 | $1.2M | Buy |
110,752
+10,702
| +11% | +$116K | ﹤0.01% | 3375 |
|
|
2024
Q4 | $1.01M | Buy |
100,050
+397
| +0.4% | +$4.01K | ﹤0.01% | 3444 |
|
|
2024
Q3 | $1.23M | Buy |
99,653
+18,428
| +23% | +$228K | ﹤0.01% | 3155 |
|
|
2024
Q2 | $735K | Sell |
81,225
-10,531
| -11% | -$95.3K | ﹤0.01% | 3481 |
|
|
2024
Q1 | $923K | Sell |
91,756
-10,686
| -10% | -$108K | ﹤0.01% | 3218 |
|
|
2023
Q4 | $1.36M | Buy |
102,442
+13,080
| +15% | +$173K | ﹤0.01% | 2759 |
|
|
2023
Q3 | $1.06M | Buy |
89,362
+10,271
| +13% | +$122K | ﹤0.01% | 2824 |
|
|
2023
Q2 | $963K | Buy |
79,091
+431
| +0.5% | +$5.25K | ﹤0.01% | 2844 |
|
|
2023
Q1 | $896K | Buy |
78,660
+48,231
| +159% | +$549K | ﹤0.01% | 2830 |
|
|
2022
Q4 | $425K | Sell |
30,429
-4,351
| -13% | -$60.7K | ﹤0.01% | 3387 |
|
|
2022
Q3 | $565K | Buy |
34,780
+1,229
| +4% | +$20K | ﹤0.01% | 3026 |
|
|
2022
Q2 | $585K | Buy |
33,551
+22,429
| +202% | +$391K | ﹤0.01% | 3059 |
|
|
2022
Q1 | $229K | Sell |
11,122
-9,627
| -46% | -$198K | ﹤0.01% | 3744 |
|
|
2021
Q4 | $432K | Buy |
20,749
+1,384
| +7% | +$28.8K | ﹤0.01% | 3393 |
|
|
2021
Q3 | $409K | Buy |
19,365
+665
| +4% | +$14K | ﹤0.01% | 3389 |
|
|
2021
Q2 | $404K | Buy |
+18,700
| New | +$404K | ﹤0.01% | 3329 |
|
|
2019
Q3 | – | Sell |
-19,280
| Closed | -$384K | – | 3325 |
|
|
2019
Q2 | $384K | Buy |
19,280
+4,295
| +29% | +$85.5K | ﹤0.01% | 2484 |
|
|
2019
Q1 | $300K | Hold |
14,985
| – | – | ﹤0.01% | 2621 |
|
|
2018
Q4 | $287K | Hold |
14,985
| – | – | ﹤0.01% | 2489 |
|
|
2018
Q3 | $302K | Buy |
+14,985
| New | +$302K | ﹤0.01% | 2682 |
|