Mayflower Financial Advisors’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 | $367K | Sell |
2,762
-7
| -0.3% | -$931 | 0.05% | 285 |
|
2025
Q1 | $320K | Buy |
2,769
+147
| +6% | +$17K | 0.05% | 291 |
|
2024
Q4 | $388K | Sell |
2,622
-98
| -4% | -$14.5K | 0.06% | 256 |
|
2024
Q3 | $355K | Buy |
2,720
+42
| +2% | +$5.48K | 0.05% | 269 |
|
2024
Q2 | $282K | Sell |
2,678
-344
| -11% | -$36.2K | 0.05% | 290 |
|
2024
Q1 | $304K | Buy |
3,022
+8
| +0.3% | +$805 | 0.05% | 283 |
|
2023
Q4 | $250K | Sell |
3,014
-482
| -14% | -$39.9K | 0.03% | 291 |
|
2023
Q3 | $215K | Buy |
+3,496
| New | +$215K | 0.03% | 307 |
|
2022
Q2 | – | Sell |
-4,322
| Closed | -$253K | – | 349 |
|
2022
Q1 | $253K | Buy |
4,322
+357
| +9% | +$20.9K | 0.03% | 298 |
|
2021
Q4 | $295K | Buy |
3,965
+405
| +11% | +$30.1K | 0.04% | 270 |
|
2021
Q3 | $244K | Buy |
3,560
+20
| +0.6% | +$1.37K | 0.03% | 290 |
|
2021
Q2 | $210K | Buy |
+3,540
| New | +$210K | 0.03% | 295 |
|