Moneta Group Investment 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 | $258K | Sell |
1,938
-551
| -22% | -$73.3K | ﹤0.01% | 605 |
|
|
2025
Q1 | $288K | Sell |
2,489
-92
| -4% | -$10.6K | ﹤0.01% | 537 |
|
|
2024
Q4 | $382K | Buy |
2,581
+309
| +14% | +$45.7K | 0.01% | 478 |
|
|
2024
Q3 | $297K | Buy |
+2,272
| New | +$297K | ﹤0.01% | 523 |
|
|
2020
Q3 | – | Sell |
-28,692
| Closed | -$886K | – | 281 |
|
|
2020
Q2 | $886K | Sell |
28,692
-196
| -0.7% | -$6.05K | 0.08% | 119 |
|
|
2020
Q1 | $678K | Sell |
28,888
-41,527
| -59% | -$975K | 0.07% | 130 |
|
|
2019
Q4 | $2.05M | Buy |
70,415
+24
| +0% | +$700 | 0.17% | 86 |
|
|
2019
Q3 | $1.89M | Sell |
70,391
-9
| -0% | -$242 | 0.18% | 88 |
|
|
2019
Q2 | $1.78M | Buy |
+70,400
| New | +$1.78M | 0.18% | 81 |
|