PFS
Prospera Financial Services’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
3,832
-244
| -6% | -$32.5K | 0.01% | 898 |
|
|
2025
Q1 | $471K | Sell |
4,076
-721
| -15% | -$83.4K | 0.01% | 802 |
|
|
2024
Q4 | $710K | Sell |
4,797
-283
| -6% | -$41.9K | 0.02% | 639 |
|
|
2024
Q3 | $663K | Sell |
5,080
-196
| -4% | -$25.6K | 0.02% | 627 |
|
|
2024
Q2 | $555K | Buy |
5,276
+966
| +22% | +$102K | 0.02% | 675 |
|
|
2024
Q1 | $434K | Sell |
4,310
-506
| -11% | -$50.9K | 0.01% | 752 |
|
|
2023
Q4 | $399K | Sell |
4,816
-132
| -3% | -$10.9K | 0.01% | 728 |
|
|
2023
Q3 | $305K | Buy |
4,948
+383
| +8% | +$23.6K | 0.01% | 797 |
|
|
2023
Q2 | $256K | Buy |
4,565
+30
| +0.7% | +$1.68K | 0.01% | 870 |
|
|
2023
Q1 | $238K | Buy |
4,535
+1
| +0% | +$53 | 0.01% | 854 |
|
|
2022
Q4 | $210K | Buy |
+4,534
| New | +$210K | 0.01% | 829 |
|
|
2022
Q3 | – | Sell |
-2,790
| Closed | -$129K | – | 1249 |
|
|
2022
Q2 | $129K | Sell |
2,790
-780
| -22% | -$36.1K | 0.01% | 839 |
|
|
2022
Q1 | $209K | Sell |
3,570
-509
| -12% | -$29.8K | 0.01% | 876 |
|
|
2021
Q4 | $304K | Sell |
4,079
-94,875
| -96% | -$7.07M | 0.01% | 705 |
|
|
2021
Q3 | $6.02M | Sell |
98,954
-5,868
| -6% | -$357K | 0.3% | 73 |
|
|
2021
Q2 | $6.21M | Sell |
104,822
-9,018
| -8% | -$534K | 0.31% | 67 |
|
|
2021
Q1 | $5.56M | Buy |
+113,840
| New | +$5.56M | 0.33% | 59 |
|
|
2020
Q4 | – | Sell |
-843
| Closed | -$29K | – | 1142 |
|
|
2020
Q3 | $29K | Buy |
+843
| New | +$29K | 0.01% | 788 |
|
|
2020
Q2 | – | Sell |
-75,944
| Closed | -$1.78M | – | 590 |
|
|
2020
Q1 | $1.78M | Buy |
75,944
+46,353
| +157% | +$1.09M | 0.19% | 130 |
|
|
2019
Q4 | $863K | Sell |
29,591
-2,769
| -9% | -$80.8K | 0.07% | 280 |
|
|
2019
Q3 | $869K | Buy |
32,360
+7,626
| +31% | +$205K | 0.09% | 197 |
|
|
2019
Q2 | $625K | Buy |
+24,734
| New | +$625K | 0.07% | 241 |
|
|
2018
Q3 | – | Sell |
-35,518
| Closed | -$883K | – | 432 |
|
|
2018
Q2 | $883K | Buy |
35,518
+13,384
| +60% | +$333K | 0.12% | 150 |
|
|
2018
Q1 | $449K | Buy |
22,134
+2,573
| +13% | +$52.2K | 0.06% | 255 |
|
|
2017
Q4 | $412K | Sell |
19,561
-267
| -1% | -$5.62K | 0.06% | 251 |
|
|
2017
Q3 | $403K | Buy |
+19,828
| New | +$403K | 0.06% | 273 |
|