Resurgent 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 | $496K | Buy |
3,731
+6
| +0.2% | +$798 | 0.27% | 107 |
|
|
2025
Q1 | $431K | Sell |
3,725
-48
| -1% | -$5.55K | 0.26% | 109 |
|
|
2024
Q4 | $558K | Buy |
3,773
+9
| +0.2% | +$1.33K | 0.33% | 90 |
|
|
2024
Q3 | $492K | Buy |
3,764
+4
| +0.1% | +$522 | 0.29% | 104 |
|
|
2024
Q2 | $396K | Buy |
3,760
+3
| +0.1% | +$316 | 0.25% | 118 |
|
|
2024
Q1 | $378K | Buy |
3,757
+49
| +1% | +$4.93K | 0.2% | 130 |
|
|
2023
Q4 | $307K | Hold |
3,708
| – | – | 0.19% | 132 |
|
|
2023
Q3 | $228K | Sell |
3,708
-2
| -0.1% | -$123 | 0.16% | 131 |
|
|
2023
Q2 | $208K | Sell |
3,710
-18
| -0.5% | -$1.01K | 0.14% | 137 |
|
|
2023
Q1 | $196K | Sell |
3,728
-250
| -6% | -$13.1K | 0.13% | 150 |
|
|
2022
Q4 | $185K | Buy |
+3,978
| New | +$185K | 0.1% | 211 |
|
|
2022
Q2 | – | Sell |
-3,790
| Closed | -$222K | – | 200 |
|
|
2022
Q1 | $222K | Buy |
3,790
+120
| +3% | +$7.03K | 0.14% | 160 |
|
|
2021
Q4 | $273K | Buy |
+3,670
| New | +$273K | 0.22% | 99 |
|