Oxford Financial Group’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $508K | Sell |
|
|||||
|
2025
Q2 | $526K | Sell |
|
|||||
|
2025
Q1 | $462K | Buy |
|
|||||
|
2024
Q4 | $272K | Sell |
|
|||||
|
2024
Q3 | $2.18M | Sell |
|
|||||
|
2024
Q2 | $2.39M | Buy |
|
|||||
|
2024
Q1 | $2.09M | Buy |
|
|||||
|
2023
Q4 | $1.7M | Hold |
|
|||||
|
2023
Q3 | $1.27M | Sell |
|
|||||
|
2023
Q2 | $1.15M | Sell |
|
|||||
|
2023
Q1 | $1.18M | Hold |
|
|||||
|
2022
Q4 | $1.05M | Buy |
|
|||||
|
2022
Q3 | $885K | Sell |
|
|||||
|
2022
Q2 | $980K | Sell |
|
|||||
|
2022
Q1 | $1.25M | Hold |
|
|||||
|
2021
Q4 | $1.59M | Sell |
|
|||||
|
2021
Q3 | $1.31M | Hold |
|
|||||
|
2021
Q2 | $1.28M | Sell |
|
|||||
|
2021
Q1 | $1.07M | Sell |
|
|||||
|
2020
Q4 | $891K | Buy |
|
|||||
|
2020
Q3 | $749K | Hold |
|
|||||
|
2020
Q2 | $674K | Hold |
|
|||||
|
2020
Q1 | $512K | Buy |
|