Soltis Investment 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 | $259K | Buy |
1,948
+95
| +5% | +$12.6K | 0.02% | 345 |
|
|
2025
Q1 | $214K | Buy |
1,853
+74
| +4% | +$8.56K | 0.02% | 344 |
|
|
2024
Q4 | $263K | Buy |
1,779
+166
| +10% | +$24.5K | 0.02% | 311 |
|
|
2024
Q3 | $211K | Sell |
1,613
-57,316
| -97% | -$7.49M | 0.02% | 341 |
|
|
2024
Q2 | $6.2M | Buy |
58,929
+4,571
| +8% | +$481K | 0.66% | 41 |
|
|
2024
Q1 | $5.47M | Buy |
+54,358
| New | +$5.47M | 0.61% | 54 |
|