LFASL
Lugano Financial Advisors SA (LFA)’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Hold |
2,850
| – | – | 0.22% | 51 |
|
|
2025
Q1 | $329K | Hold |
2,850
| – | – | 0.22% | 51 |
|
|
2024
Q4 | $422K | Hold |
2,850
| – | – | 0.28% | 47 |
|
|
2024
Q3 | $372K | Hold |
2,850
| – | – | 0.25% | 47 |
|
|
2024
Q2 | $300K | Hold |
2,850
| – | – | 0.23% | 49 |
|
|
2024
Q1 | $287K | Buy |
2,850
+1,400
| +97% | +$141K | 0.21% | 55 |
|
|
2023
Q4 | $120K | Sell |
1,450
-1,400
| -49% | -$116K | 0.09% | 78 |
|
|
2023
Q3 | $176K | Sell |
2,850
-1,450
| -34% | -$89.3K | 0.15% | 57 |
|
|
2023
Q2 | $241K | Buy |
+4,300
| New | +$241K | 0.16% | 67 |
|