Roundview Capital’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 | $312K | Buy |
2,344
+2
| +0.1% | +$266 | 0.02% | 286 |
|
|
2025
Q1 | $271K | Sell |
2,342
-59
| -2% | -$6.82K | 0.02% | 286 |
|
|
2024
Q4 | $355K | Buy |
+2,401
| New | +$355K | 0.02% | 288 |
|
|
2023
Q2 | – | Sell |
-17,837
| Closed | -$937K | – | 320 |
|
|
2023
Q1 | $937K | Sell |
17,837
-61
| -0.3% | -$3.2K | 0.1% | 193 |
|
|
2022
Q4 | $831K | Sell |
17,898
-72
| -0.4% | -$3.34K | 0.09% | 200 |
|
|
2022
Q3 | $773K | Buy |
17,970
+236
| +1% | +$10.2K | 0.1% | 186 |
|
|
2022
Q2 | $821K | Sell |
17,734
-168
| -0.9% | -$7.78K | 0.1% | 183 |
|
|
2022
Q1 | $1.05M | Buy |
17,902
+371
| +2% | +$21.7K | 0.11% | 173 |
|
|
2021
Q4 | $1.31M | Buy |
17,531
+1,061
| +6% | +$79K | 0.13% | 166 |
|
|
2021
Q3 | $1M | Buy |
16,470
+578
| +4% | +$35.2K | 0.11% | 182 |
|
|
2021
Q2 | $941K | Buy |
15,892
+69
| +0.4% | +$4.09K | 0.11% | 190 |
|
|
2021
Q1 | $773K | Buy |
+15,823
| New | +$773K | 0.1% | 195 |
|