Sigma Planning Corp’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 | $558K | Sell |
4,197
-243
| -5% | -$32.3K | 0.02% | 734 |
|
|
2025
Q1 | $513K | Sell |
4,440
-2,158
| -33% | -$250K | 0.02% | 732 |
|
|
2024
Q4 | $976K | Buy |
6,598
+109
| +2% | +$16.1K | 0.03% | 493 |
|
|
2024
Q3 | $847K | Buy |
6,489
+81
| +1% | +$10.6K | 0.03% | 556 |
|
|
2024
Q2 | $674K | Buy |
6,408
+58
| +0.9% | +$6.1K | 0.02% | 608 |
|
|
2024
Q1 | $639K | Buy |
+6,350
| New | +$639K | 0.02% | 665 |
|
|
2023
Q4 | – | Sell |
-3,572
| Closed | -$220K | – | 1027 |
|
|
2023
Q3 | $220K | Buy |
+3,572
| New | +$220K | 0.01% | 1053 |
|
|
2023
Q2 | – | Sell |
-4,292
| Closed | -$225K | – | 1294 |
|
|
2023
Q1 | $225K | Buy |
+4,292
| New | +$225K | 0.01% | 1123 |
|
|
2022
Q2 | – | Sell |
-4,131
| Closed | -$242K | – | 1358 |
|
|
2022
Q1 | $242K | Sell |
4,131
-6,009
| -59% | -$352K | 0.01% | 1150 |
|
|
2021
Q4 | $755K | Buy |
10,140
+6,261
| +161% | +$466K | 0.02% | 654 |
|
|
2021
Q3 | $236K | Sell |
3,879
-1,197
| -24% | -$72.8K | 0.01% | 1164 |
|
|
2021
Q2 | $301K | Buy |
5,076
+4
| +0.1% | +$237 | 0.01% | 1060 |
|
|
2021
Q1 | $248K | Sell |
5,072
-321
| -6% | -$15.7K | 0.01% | 1076 |
|
|
2020
Q4 | $218K | Buy |
+5,393
| New | +$218K | 0.01% | 1041 |
|
|
2020
Q1 | – | Sell |
-7,400
| Closed | -$216K | – | 1008 |
|
|
2019
Q4 | $216K | Buy |
+7,400
| New | +$216K | 0.01% | 919 |
|
|
2019
Q3 | – | Sell |
-8,501
| Closed | -$215K | – | 1021 |
|
|
2019
Q2 | $215K | Sell |
8,501
-1,970
| -19% | -$49.8K | 0.01% | 875 |
|
|
2019
Q1 | $246K | Buy |
10,471
+404
| +4% | +$9.49K | 0.01% | 753 |
|
|
2018
Q4 | $198K | Sell |
10,067
-166
| -2% | -$3.27K | 0.01% | 757 |
|
|
2018
Q3 | $279K | Buy |
+10,233
| New | +$279K | 0.02% | 716 |
|
|
2018
Q2 | – | Sell |
-20,733
| Closed | -$421K | – | 919 |
|
|
2018
Q1 | $421K | Buy |
20,733
+2,441
| +13% | +$49.6K | 0.03% | 484 |
|
|
2017
Q4 | $385K | Sell |
18,292
-1,245
| -6% | -$26.2K | 0.03% | 516 |
|
|
2017
Q3 | $397K | Buy |
19,537
+1,364
| +8% | +$27.7K | 0.03% | 503 |
|
|
2017
Q2 | $338K | Buy |
18,173
+1,204
| +7% | +$22.4K | 0.03% | 526 |
|
|
2017
Q1 | $309K | Sell |
16,969
-144
| -0.8% | -$2.62K | 0.03% | 567 |
|
|
2016
Q4 | $263K | Sell |
17,113
-213
| -1% | -$3.27K | 0.03% | 566 |
|
|
2016
Q3 | $247K | Buy |
17,326
+26
| +0.2% | +$371 | 0.03% | 570 |
|
|
2016
Q2 | $213K | Buy |
17,300
+272
| +2% | +$3.35K | 0.03% | 590 |
|
|
2016
Q1 | $250K | Buy |
17,028
+578
| +4% | +$8.49K | 0.03% | 521 |
|
|
2015
Q4 | $256K | Buy |
16,450
+321
| +2% | +$5K | 0.04% | 503 |
|
|
2015
Q3 | $271K | Sell |
16,129
-1,194
| -7% | -$20.1K | 0.04% | 456 |
|
|
2015
Q2 | $396K | Sell |
17,323
-1,089
| -6% | -$24.9K | 0.05% | 406 |
|
|
2015
Q1 | $420K | Sell |
18,412
-119
| -0.6% | -$2.72K | 0.06% | 398 |
|
|
2014
Q4 | $430K | Buy |
+18,531
| New | +$430K | 0.06% | 369 |
|