SAG
SageView Advisory Group’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Sell |
2,769
-44
| -2% | -$6.7K | 0.02% | 411 |
|
|
2025
Q1 | $325K | Sell |
2,813
-3,825
| -58% | -$442K | 0.01% | 448 |
|
|
2024
Q4 | $982K | Buy |
6,638
+964
| +17% | +$143K | 0.04% | 225 |
|
|
2024
Q3 | $741K | Sell |
5,674
-1,197
| -17% | -$156K | 0.04% | 236 |
|
|
2024
Q2 | $723K | Buy |
+6,871
| New | +$723K | 0.03% | 274 |
|
|
2024
Q1 | – | Sell |
-4,063
| Closed | -$357K | – | 660 |
|
|
2023
Q4 | $357K | Buy |
+4,063
| New | +$357K | 0.02% | 461 |
|
|
2023
Q1 | – | Sell |
-5,509
| Closed | -$256K | – | 473 |
|
|
2022
Q4 | $256K | Buy |
+5,509
| New | +$256K | 0.02% | 356 |
|