Patriot Financial Group Insurance Agency’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 | $259K | Buy |
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|
2025
Q2 | $252K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $243K | Buy |
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|
2024
Q3 | $214K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $48K | Sell |
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|
2022
Q1 | $88K | Sell |
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|
2021
Q4 | $130K | Sell |
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|
2021
Q3 | $182K | Buy |
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|
2021
Q2 | $177K | Buy |
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|
2021
Q1 | $145K | Buy |
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|
2020
Q4 | $65K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $3K | Hold |
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|
2019
Q3 | $3K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $72K | Buy |
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|
2017
Q4 | $51K | Hold |
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|
2017
Q3 | $46K | Sell |
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|
2017
Q2 | $53K | Hold |
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|
2017
Q1 | $50K | Hold |
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|
2016
Q4 | $48K | Buy |
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