Oakworth Capital’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 | – | Sell |
-15
| Closed | -$1.73K | – | 679 |
|
|
2025
Q1 | $1.73K | Buy |
+15
| New | +$1.73K | ﹤0.01% | 631 |
|
|
2024
Q3 | – | Sell |
-147
| Closed | -$15.5K | – | 723 |
|
|
2024
Q2 | $15.5K | Hold |
147
| – | – | ﹤0.01% | 451 |
|
|
2024
Q1 | $14.8K | Hold |
147
| – | – | ﹤0.01% | 435 |
|
|
2023
Q4 | $12.2K | Buy |
+147
| New | +$12.2K | ﹤0.01% | 457 |
|
|
2016
Q1 | – | Sell |
-900
| Closed | -$14K | – | 576 |
|
|
2015
Q4 | $14K | Hold |
900
| – | – | 0.01% | 326 |
|
|
2015
Q3 | $15K | Hold |
900
| – | – | 0.01% | 271 |
|
|
2015
Q2 | $22K | Sell |
900
-5,000
| -85% | -$122K | 0.01% | 242 |
|
|
2015
Q1 | $133K | Hold |
5,900
| – | – | 0.06% | 141 |
|
|
2014
Q4 | $137K | Buy |
5,900
+5,000
| +556% | +$116K | 0.07% | 134 |
|
|
2014
Q3 | $21K | Hold |
900
| – | – | 0.01% | 223 |
|
|
2014
Q2 | $22K | Buy |
+900
| New | +$22K | 0.01% | 222 |
|