LPL Financial’s Kennedy-Wilson Holdings KW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $708K | Buy |
104,155
+91,316
| +711% | +$621K | ﹤0.01% | 4023 |
|
2025
Q1 | $111K | Sell |
12,839
-50,452
| -80% | -$438K | ﹤0.01% | 4885 |
|
2024
Q4 | $632K | Sell |
63,291
-6,964
| -10% | -$69.6K | ﹤0.01% | 3834 |
|
2024
Q3 | $776K | Sell |
70,255
-3,462
| -5% | -$38.3K | ﹤0.01% | 3577 |
|
2024
Q2 | $717K | Sell |
73,717
-13,661
| -16% | -$133K | ﹤0.01% | 3507 |
|
2024
Q1 | $750K | Buy |
87,378
+1,535
| +2% | +$13.2K | ﹤0.01% | 3402 |
|
2023
Q4 | $1.06M | Sell |
85,843
-111
| -0.1% | -$1.37K | ﹤0.01% | 2965 |
|
2023
Q3 | $1.27M | Sell |
85,954
-3,000
| -3% | -$44.2K | ﹤0.01% | 2682 |
|
2023
Q2 | $1.45M | Buy |
88,954
+5,136
| +6% | +$83.9K | ﹤0.01% | 2518 |
|
2023
Q1 | $1.39M | Sell |
83,818
-70
| -0.1% | -$1.16K | ﹤0.01% | 2479 |
|
2022
Q4 | $1.32M | Buy |
83,888
+8,514
| +11% | +$134K | ﹤0.01% | 2418 |
|
2022
Q3 | $1.17M | Buy |
75,374
+14,496
| +24% | +$224K | ﹤0.01% | 2413 |
|
2022
Q2 | $1.15M | Buy |
60,878
+6,921
| +13% | +$131K | ﹤0.01% | 2461 |
|
2022
Q1 | $1.32M | Sell |
53,957
-7,036
| -12% | -$172K | ﹤0.01% | 2373 |
|
2021
Q4 | $1.46M | Buy |
60,993
+4,012
| +7% | +$95.8K | ﹤0.01% | 2329 |
|
2021
Q3 | $1.19M | Buy |
56,981
+2,347
| +4% | +$49.1K | ﹤0.01% | 2464 |
|
2021
Q2 | $1.09M | Buy |
54,634
+1,441
| +3% | +$28.6K | ﹤0.01% | 2487 |
|
2021
Q1 | $1.08M | Buy |
53,193
+1,343
| +3% | +$27.1K | ﹤0.01% | 2334 |
|
2020
Q4 | $928K | Sell |
51,850
-9,691
| -16% | -$173K | ﹤0.01% | 2242 |
|
2020
Q3 | $894K | Buy |
61,541
+6,941
| +13% | +$101K | ﹤0.01% | 2019 |
|
2020
Q2 | $831K | Sell |
54,600
-1,503
| -3% | -$22.9K | ﹤0.01% | 1966 |
|
2020
Q1 | $753K | Sell |
56,103
-12,230
| -18% | -$164K | ﹤0.01% | 1812 |
|
2019
Q4 | $1.52M | Buy |
68,333
+4,645
| +7% | +$104K | ﹤0.01% | 1546 |
|
2019
Q3 | $1.4M | Buy |
63,688
+338
| +0.5% | +$7.41K | ﹤0.01% | 1500 |
|
2019
Q2 | $1.3M | Sell |
63,350
-3,329
| -5% | -$68.5K | ﹤0.01% | 1536 |
|
2019
Q1 | $1.43M | Sell |
66,679
-3,346
| -5% | -$71.6K | ﹤0.01% | 1405 |
|
2018
Q4 | $1.27M | Sell |
70,025
-150
| -0.2% | -$2.73K | ﹤0.01% | 1346 |
|
2018
Q3 | $1.51M | Sell |
70,175
-831
| -1% | -$17.9K | ﹤0.01% | 1359 |
|
2018
Q2 | $1.5M | Hold |
71,006
| – | – | ﹤0.01% | 1331 |
|
2018
Q1 | $1.24M | Buy |
71,006
+4,799
| +7% | +$83.5K | ﹤0.01% | 1438 |
|
2017
Q4 | $1.15M | Buy |
66,207
+14,075
| +27% | +$244K | ﹤0.01% | 1422 |
|
2017
Q3 | $967K | Buy |
52,132
+8,099
| +18% | +$150K | ﹤0.01% | 1449 |
|
2017
Q2 | $839K | Buy |
44,033
+6,732
| +18% | +$128K | ﹤0.01% | 1484 |
|
2017
Q1 | $819K | Buy |
37,301
+7,375
| +25% | +$162K | 0.01% | 1402 |
|
2016
Q4 | $610K | Buy |
29,926
+118
| +0.4% | +$2.41K | ﹤0.01% | 1566 |
|
2016
Q3 | $670K | Buy |
29,808
+4,900
| +20% | +$110K | 0.01% | 1487 |
|
2016
Q2 | $458K | Buy |
+24,908
| New | +$458K | ﹤0.01% | 1754 |
|