Oxford Financial Group’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 | $526K | Sell |
3,954
-44
| -1% | -$5.85K | 0.03% | 128 |
|
|
2025
Q1 | $462K | Buy |
3,998
+2,156
| +117% | +$249K | 0.03% | 138 |
|
|
2024
Q4 | $272K | Sell |
1,842
-14,834
| -89% | -$2.19M | 0.02% | 213 |
|
|
2024
Q3 | $2.18M | Sell |
16,676
-6,025
| -27% | -$787K | 0.14% | 54 |
|
|
2024
Q2 | $2.39M | Buy |
22,701
+1,950
| +9% | +$205K | 0.16% | 51 |
|
|
2024
Q1 | $2.09M | Buy |
20,751
+172
| +0.8% | +$17.3K | 0.14% | 51 |
|
|
2023
Q4 | $1.7M | Hold |
20,579
| – | – | 0.13% | 57 |
|
|
2023
Q3 | $1.27M | Sell |
20,579
-9
| -0% | -$554 | 0.11% | 62 |
|
|
2023
Q2 | $1.15M | Sell |
20,588
-1,927
| -9% | -$108K | 0.11% | 67 |
|
|
2023
Q1 | $1.18M | Hold |
22,515
| – | – | 0.13% | 61 |
|
|
2022
Q4 | $1.05M | Buy |
22,515
+1,936
| +9% | +$89.9K | 0.12% | 66 |
|
|
2022
Q3 | $885K | Sell |
20,579
-585
| -3% | -$25.2K | 0.13% | 68 |
|
|
2022
Q2 | $980K | Sell |
21,164
-177
| -0.8% | -$8.2K | 0.14% | 66 |
|
|
2022
Q1 | $1.25M | Hold |
21,341
| – | – | 0.16% | 60 |
|
|
2021
Q4 | $1.59M | Sell |
21,341
-214
| -1% | -$15.9K | 0.18% | 53 |
|
|
2021
Q3 | $1.31M | Hold |
21,555
| – | – | 0.17% | 56 |
|
|
2021
Q2 | $1.28M | Sell |
21,555
-270
| -1% | -$16K | 0.17% | 56 |
|
|
2021
Q1 | $1.07M | Sell |
21,825
-177
| -0.8% | -$8.65K | 0.15% | 65 |
|
|
2020
Q4 | $891K | Buy |
22,002
+177
| +0.8% | +$7.17K | 0.13% | 73 |
|
|
2020
Q3 | $749K | Hold |
21,825
| – | – | 0.12% | 76 |
|
|
2020
Q2 | $674K | Hold |
21,825
| – | – | 0.11% | 75 |
|
|
2020
Q1 | $512K | Buy |
+21,825
| New | +$512K | 0.1% | 83 |
|