Sowell Financial Services’s KKR & Co KKR Stock Holding History

Sowell Financial Services’s Portfolio KKR Stock Details KKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$253K	Buy
2025 Q2	$206K	Sell
2025 Q1	$580K	Buy
2021 Q2	–	Sell
2021 Q1	$307K	Buy
2020 Q4	$216K	Buy
2020 Q3	$183K	Hold
2020 Q2	$164K	Sell
2020 Q1	$137K	Buy
2019 Q4	$160K	Sell
2019 Q3	$174K	Buy