Roosevelt Investment Group’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$2.58M Buy
2022
Q2
$2.69M Hold
2022
Q1
$3.4M Hold
2021
Q4
$4.33M Buy
2021
Q3
$2.93M Hold
2021
Q2
$2.85M Hold
2021
Q1
$2.35M Hold
2020
Q4
$1.95M Hold
2020
Q3
$1.65M Buy
2016
Q1
Sell
2015
Q4
$1.03M Hold
2015
Q3
$1.11M Hold
2015
Q2
$1.51M Buy
2015
Q1
$1.01M Sell
2014
Q4
$1.04M Hold
2014
Q3
$1M Buy