OneDigital 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 | $2.03M | Buy |
15,238
+1,442
| +10% | +$192K | 0.02% | 426 |
|
|
2025
Q1 | $1.59M | Buy |
13,796
+1,311
| +11% | +$152K | 0.02% | 460 |
|
|
2024
Q4 | $1.85M | Sell |
12,485
-2,651
| -18% | -$392K | 0.02% | 443 |
|
|
2024
Q3 | $1.98M | Buy |
15,136
+4,481
| +42% | +$585K | 0.02% | 441 |
|
|
2024
Q2 | $1.12M | Buy |
10,655
+5,711
| +116% | +$601K | 0.01% | 579 |
|
|
2024
Q1 | $497K | Buy |
4,944
+329
| +7% | +$33.1K | 0.01% | 741 |
|
|
2023
Q4 | $382K | Buy |
+4,615
| New | +$382K | 0.01% | 825 |
|