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Optimize Financial’s KKR & Co KKR Stock Holding History

Optimize Financial’s Portfolio KKR Stock Details KKR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$415K Sell
3,117
-22
-0.7% -$2.93K 0.25% 107
2025
Q1 		$363K Buy
3,139
+379
+14% +$43.8K 0.26% 137
2024
Q4 		$408K Buy
+2,760
New +$408K 0.31% 92