Plante Moran Financial Advisors’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 | – | Sell |
-1,107
| Closed | -$128K | – | 824 |
|
|
2025
Q1 | $128K | Hold |
1,107
| – | – | 0.01% | 215 |
|
|
2024
Q4 | $164K | Hold |
1,107
| – | – | 0.01% | 197 |
|
|
2024
Q3 | $145K | Buy |
+1,107
| New | +$145K | 0.01% | 215 |
|
|
2023
Q1 | – | Sell |
-188
| Closed | -$8.73K | – | 877 |
|
|
2022
Q4 | $8.73K | Buy |
+188
| New | +$8.73K | ﹤0.01% | 599 |
|
|
2022
Q1 | – | Sell |
-1,107
| Closed | -$82K | – | 920 |
|
|
2021
Q4 | $82K | Sell |
1,107
-1,284
| -54% | -$95.1K | 0.01% | 277 |
|
|
2021
Q3 | $146K | Sell |
2,391
-102
| -4% | -$6.23K | 0.03% | 221 |
|
|
2021
Q2 | $148K | Buy |
2,493
+1,385
| +125% | +$82.2K | 0.04% | 211 |
|
|
2021
Q1 | $54K | Buy |
+1,108
| New | +$54K | 0.01% | 345 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 821 |
|
|
2020
Q1 | – | Sell |
-4,000
| Closed | -$117K | – | 795 |
|
|
2019
Q4 | $117K | Buy |
+4,000
| New | +$117K | 0.04% | 217 |
|
|
2015
Q3 | – | Sell |
-2,949
| Closed | -$67K | – | 731 |
|
|
2015
Q2 | $67K | Buy |
2,949
+665
| +29% | +$15.1K | 0.05% | 251 |
|
|
2015
Q1 | $52K | Buy |
+2,284
| New | +$52K | 0.04% | 274 |
|
|
2014
Q3 | – | Sell |
-200
| Closed | -$5K | – | 827 |
|
|
2014
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 666 |
|
|
2014
Q1 | $5K | Sell |
200
-1,842
| -90% | -$46.1K | 0.01% | 465 |
|
|
2013
Q4 | $50K | Buy |
+2,042
| New | +$50K | 0.03% | 235 |
|