Operose 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
Q1 | – | Sell |
-3,925
| Closed | -$581K | – | 431 |
|
|
2024
Q4 | $581K | Hold |
3,925
| – | – | 0.2% | 68 |
|
|
2024
Q3 | $513K | Hold |
3,925
| – | – | 0.17% | 82 |
|
|
2024
Q2 | $413K | Hold |
3,925
| – | – | 0.15% | 89 |
|
|
2024
Q1 | $395K | Hold |
3,925
| – | – | 0.13% | 104 |
|
|
2023
Q4 | $325K | Hold |
3,925
| – | – | 0.13% | 80 |
|
|
2023
Q3 | $242K | Hold |
3,925
| – | – | 0.1% | 105 |
|
|
2023
Q2 | $220K | Hold |
3,925
| – | – | 0.1% | 78 |
|
|
2023
Q1 | $206K | Hold |
3,925
| – | – | 0.1% | 71 |
|
|
2022
Q4 | $182K | Sell |
3,925
-1,075
| -22% | -$49.9K | 0.1% | 74 |
|
|
2022
Q3 | $215K | Hold |
5,000
| – | – | 0.14% | 55 |
|
|
2022
Q2 | $231K | Hold |
5,000
| – | – | 0.16% | 50 |
|
|
2022
Q1 | $292K | Hold |
5,000
| – | – | 0.2% | 50 |
|
|
2021
Q4 | $373K | Buy |
+5,000
| New | +$373K | 0.3% | 36 |
|