Regent Peak Wealth Advisors’s Kemper KMPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $220K | Sell |
3,292
-3,273
| -50% | -$219K | 0.05% | 155 |
|
|
2024
Q4 | $436K | Sell |
6,565
-811
| -11% | -$53.9K | 0.1% | 94 |
|
|
2024
Q3 | $452K | Hold |
7,376
| – | – | 0.1% | 92 |
|
|
2024
Q2 | $438K | Hold |
7,376
| – | – | 0.1% | 95 |
|
|
2024
Q1 | $457K | Sell |
7,376
-810
| -10% | -$50.2K | 0.12% | 90 |
|
|
2023
Q4 | $398K | Hold |
8,186
| – | – | 0.11% | 93 |
|
|
2023
Q3 | $344K | Hold |
8,186
| – | – | 0.11% | 101 |
|
|
2023
Q2 | $395K | Hold |
8,186
| – | – | 0.12% | 90 |
|
|
2023
Q1 | $447K | Sell |
8,186
-4,031
| -33% | -$220K | 0.14% | 81 |
|
|
2022
Q4 | $601K | Sell |
12,217
-5,536
| -31% | -$272K | 0.2% | 74 |
|
|
2022
Q3 | $732K | Buy |
17,753
+5,536
| +45% | +$228K | 0.26% | 67 |
|
|
2022
Q2 | $585K | Buy |
12,217
+79
| +0.7% | +$3.78K | 0.19% | 70 |
|
|
2022
Q1 | $686K | Sell |
12,138
-7,621
| -39% | -$431K | 0.2% | 67 |
|
|
2021
Q4 | $1.16M | Buy |
19,759
+72
| +0.4% | +$4.23K | 0.32% | 54 |
|
|
2021
Q3 | $1.32M | Hold |
19,687
| – | – | 0.38% | 53 |
|
|
2021
Q2 | $1.3M | Buy |
19,687
+267
| +1% | +$17.6K | 0.36% | 52 |
|
|
2021
Q1 | $1.55M | Buy |
19,420
+2,860
| +17% | +$228K | 0.51% | 47 |
|
|
2020
Q4 | $1.27M | Buy |
16,560
+57
| +0.3% | +$4.38K | 0.42% | 48 |
|
|
2020
Q3 | $1.1M | Sell |
16,503
-3,696
| -18% | -$247K | 0.47% | 48 |
|
|
2020
Q2 | $1.47M | Buy |
20,199
+1,688
| +9% | +$122K | 0.66% | 32 |
|
|
2020
Q1 | $1.38M | Buy |
18,511
+14,534
| +365% | +$1.08M | 0.77% | 25 |
|
|
2019
Q4 | $308K | Buy |
+3,977
| New | +$308K | 0.14% | 95 |
|