Patriot Financial Group Insurance Agency’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 | $252K | Buy |
+1,893
| New | +$252K | 0.03% | 448 |
|
|
2025
Q1 | – | Sell |
-1,640
| Closed | -$243K | – | 503 |
|
|
2024
Q4 | $243K | Buy |
1,640
+1
| +0.1% | +$148 | 0.03% | 412 |
|
|
2024
Q3 | $214K | Buy |
+1,639
| New | +$214K | 0.03% | 451 |
|
|
2022
Q3 | – | Sell |
-1,031
| Closed | -$48K | – | 1238 |
|
|
2022
Q2 | $48K | Sell |
1,031
-466
| -31% | -$21.7K | 0.01% | 745 |
|
|
2022
Q1 | $88K | Sell |
1,497
-251
| -14% | -$14.8K | 0.02% | 620 |
|
|
2021
Q4 | $130K | Sell |
1,748
-1,245
| -42% | -$92.6K | 0.02% | 574 |
|
|
2021
Q3 | $182K | Buy |
2,993
+13
| +0.4% | +$791 | 0.03% | 467 |
|
|
2021
Q2 | $177K | Buy |
2,980
+3
| +0.1% | +$178 | 0.03% | 460 |
|
|
2021
Q1 | $145K | Buy |
2,977
+1,374
| +86% | +$66.9K | 0.03% | 466 |
|
|
2020
Q4 | $65K | Buy |
+1,603
| New | +$65K | 0.02% | 613 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$2K | – | 1760 |
|
|
2020
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 1311 |
|
|
2019
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1051 |
|
|
2019
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1028 |
|
|
2018
Q2 | – | Sell |
-3,600
| Closed | -$72K | – | 775 |
|
|
2018
Q1 | $72K | Buy |
3,600
+1,300
| +57% | +$26K | 0.05% | 263 |
|
|
2017
Q4 | $51K | Hold |
2,300
| – | – | 0.04% | 295 |
|
|
2017
Q3 | $46K | Sell |
2,300
-500
| -18% | -$10K | 0.04% | 269 |
|
|
2017
Q2 | $53K | Hold |
2,800
| – | – | 0.06% | 235 |
|
|
2017
Q1 | $50K | Hold |
2,800
| – | – | 0.05% | 224 |
|
|
2016
Q4 | $48K | Buy |
+2,800
| New | +$48K | 0.07% | 225 |
|