Sequoia 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 | $3.19M | Buy |
23,958
+1,131
| +5% | +$150K | 0.02% | 367 |
|
|
2025
Q1 | $2.64M | Buy |
22,827
+7,481
| +49% | +$865K | 0.02% | 382 |
|
|
2024
Q4 | $2.27M | Buy |
15,346
+742
| +5% | +$110K | 0.02% | 377 |
|
|
2024
Q3 | $1.91M | Buy |
14,604
+1,007
| +7% | +$131K | 0.02% | 388 |
|
|
2024
Q2 | $1.43M | Sell |
13,597
-138
| -1% | -$14.5K | 0.02% | 405 |
|
|
2024
Q1 | $1.38M | Buy |
13,735
+6,476
| +89% | +$651K | 0.02% | 402 |
|
|
2023
Q4 | $601K | Buy |
7,259
+547
| +8% | +$45.3K | 0.01% | 682 |
|
|
2023
Q3 | $413K | Sell |
6,712
-452
| -6% | -$27.8K | 0.01% | 568 |
|
|
2023
Q2 | $401K | Buy |
7,164
+552
| +8% | +$30.9K | 0.01% | 598 |
|
|
2023
Q1 | $347K | Buy |
6,612
+407
| +7% | +$21.4K | 0.01% | 575 |
|
|
2022
Q4 | $288K | Buy |
+6,205
| New | +$288K | 0.01% | 601 |
|
|
2022
Q3 | – | Sell |
-4,434
| Closed | -$205K | – | 565 |
|
|
2022
Q2 | $205K | Buy |
4,434
+864
| +24% | +$39.9K | 0.01% | 542 |
|
|
2022
Q1 | $209K | Buy |
+3,570
| New | +$209K | 0.01% | 609 |
|