Sandy Cove 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 | $236K | Sell |
1,777
-122
| -6% | -$16.2K | 0.09% | 114 |
|
2025
Q1 | $220K | Buy |
1,899
+86
| +5% | +$9.94K | 0.09% | 113 |
|
2024
Q4 | $268K | Buy |
1,813
+91
| +5% | +$13.5K | 0.11% | 107 |
|
2024
Q3 | $225K | Buy |
+1,722
| New | +$225K | 0.09% | 112 |
|
2022
Q2 | – | Sell |
-1,500
| Closed | -$88K | – | 247 |
|
2022
Q1 | $88K | Hold |
1,500
| – | – | 0.07% | 134 |
|
2021
Q4 | $112K | Buy |
+1,500
| New | +$112K | 0.09% | 112 |
|