Okabena Investment Services’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,219
Closed -$476K 132
2024
Q4
$476K Sell
3,219
-1,949
-38% -$288K 0.13% 95
2024
Q3
$675K Buy
5,168
+314
+6% +$41K 0.19% 77
2024
Q2
$511K Sell
4,854
-11,469
-70% -$1.21M 0.16% 86
2024
Q1
$1.64M Sell
16,323
-1,927
-11% -$194K 0.55% 42
2023
Q4
$1.51M Sell
18,250
-10,563
-37% -$875K 0.59% 45
2023
Q3
$1.77M Buy
28,813
+1,280
+5% +$78.8K 1.38% 19
2023
Q2
$1.54M Sell
27,533
-13,059
-32% -$731K 1.13% 24
2023
Q1
$2.13M Sell
40,592
-3,569
-8% -$187K 1.49% 19
2022
Q4
$2.05M Buy
44,161
+475
+1% +$22.1K 1.36% 22
2022
Q3
$1.88M Buy
43,686
+5,628
+15% +$242K 0.91% 37
2022
Q2
$1.76M Sell
38,058
-2,930
-7% -$136K 0.91% 33
2022
Q1
$2.4M Buy
40,988
+2,088
+5% +$122K 1.01% 25
2021
Q4
$2.9M Sell
38,900
-6,145
-14% -$458K 1.1% 21
2021
Q3
$2.74M Sell
45,045
-5,306
-11% -$323K 1.44% 12
2021
Q2
$2.98M Sell
50,351
-8,534
-14% -$506K 1.4% 17
2021
Q1
$2.88M Sell
58,885
-10,267
-15% -$502K 1.55% 17
2020
Q4
$2.8M Buy
69,152
+7,261
+12% +$294K 1.63% 16
2020
Q3
$2.13M Buy
61,891
+4,275
+7% +$147K 1.63% 16
2020
Q2
$1.78M Buy
57,616
+17,108
+42% +$528K 1.56% 19
2020
Q1
$951K Sell
40,508
-9,147
-18% -$215K 1.08% 32
2019
Q4
$1.45M Buy
+49,655
New +$1.45M 1.35% 25