Seven Post Investment Office’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,700
| Closed | -$2.44M | – | 49 |
|
|
2024
Q3 | $2.44M | Hold |
18,700
| – | – | 0.37% | 24 |
|
|
2024
Q2 | $1.97M | Hold |
18,700
| – | – | 0.36% | 24 |
|
|
2024
Q1 | $1.88M | Hold |
18,700
| – | – | 0.46% | 23 |
|
|
2023
Q4 | $1.55M | Hold |
18,700
| – | – | 0.39% | 24 |
|
|
2023
Q3 | $1.15M | Hold |
18,700
| – | – | 0.32% | 28 |
|
|
2023
Q2 | $1.05M | Hold |
18,700
| – | – | 0.32% | 27 |
|
|
2023
Q1 | $982K | Hold |
18,700
| – | – | 0.35% | 23 |
|
|
2022
Q4 | $868K | Hold |
18,700
| – | – | 0.31% | 25 |
|
|
2022
Q3 | $804K | Hold |
18,700
| – | – | 0.31% | 22 |
|
|
2022
Q2 | $866K | Hold |
18,700
| – | – | 0.32% | 22 |
|
|
2022
Q1 | $1.09M | Hold |
18,700
| – | – | 0.33% | 22 |
|
|
2021
Q4 | $1.39M | Hold |
18,700
| – | – | 0.38% | 21 |
|
|
2021
Q3 | $1.14M | Hold |
18,700
| – | – | 0.35% | 23 |
|
|
2021
Q2 | $1.11M | Hold |
18,700
| – | – | 0.33% | 22 |
|
|
2021
Q1 | $913K | Hold |
18,700
| – | – | 0.32% | 21 |
|
|
2020
Q4 | $757K | Hold |
18,700
| – | – | 0.31% | 20 |
|
|
2020
Q3 | $642K | Hold |
18,700
| – | – | 0.25% | 19 |
|
|
2020
Q2 | $577K | Hold |
18,700
| – | – | 0.24% | 22 |
|
|
2020
Q1 | $439K | Buy |
18,700
+8,100
| +76% | +$190K | 0.23% | 26 |
|
|
2019
Q4 | $309K | Hold |
10,600
| – | – | 0.22% | 21 |
|
|
2019
Q3 | $285K | Buy |
+10,600
| New | +$285K | 0.2% | 20 |
|