Principle Wealth Partners’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 | $669K | Buy |
5,032
+12
| +0.2% | +$1.6K | 0.04% | 201 |
|
|
2025
Q1 | $580K | Hold |
5,020
| – | – | 0.04% | 210 |
|
|
2024
Q4 | $743K | Hold |
5,020
| – | – | 0.05% | 183 |
|
|
2024
Q3 | $656K | Sell |
5,020
-1,500
| -23% | -$196K | 0.05% | 197 |
|
|
2024
Q2 | $686K | Buy |
6,520
+20
| +0.3% | +$2.11K | 0.05% | 184 |
|
|
2024
Q1 | $654K | Hold |
6,500
| – | – | 0.05% | 191 |
|
|
2023
Q4 | $539K | Hold |
6,500
| – | – | 0.05% | 203 |
|
|
2023
Q3 | $400K | Hold |
6,500
| – | – | 0.04% | 225 |
|
|
2023
Q2 | $364K | Hold |
6,500
| – | – | 0.04% | 238 |
|
|
2023
Q1 | $341K | Sell |
6,500
-2,350
| -27% | -$123K | 0.04% | 237 |
|
|
2022
Q4 | $411K | Hold |
8,850
| – | – | 0.05% | 211 |
|
|
2022
Q3 | $381 | Hold |
8,850
| – | – | 0.04% | 208 |
|
|
2022
Q2 | $410K | Hold |
8,850
| – | – | 0.05% | 211 |
|
|
2022
Q1 | $517K | Hold |
8,850
| – | – | 0.05% | 200 |
|
|
2021
Q4 | $659K | Hold |
8,850
| – | – | 0.07% | 177 |
|
|
2021
Q3 | $539K | Hold |
8,850
| – | – | 0.06% | 188 |
|
|
2021
Q2 | $524K | Hold |
8,850
| – | – | 0.06% | 193 |
|
|
2021
Q1 | $432K | Hold |
8,850
| – | – | 0.05% | 207 |
|
|
2020
Q4 | $358K | Hold |
8,850
| – | – | 0.05% | 209 |
|
|
2020
Q3 | $304K | Hold |
8,850
| – | – | 0.08% | 120 |
|
|
2020
Q2 | $273K | Hold |
8,850
| – | – | 0.08% | 126 |
|
|
2020
Q1 | $208K | Buy |
+8,850
| New | +$208K | 0.08% | 129 |
|