SIAP
Sterling Investment Advisors (Pennsylvania)’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.73M | Buy |
58,083
+2,471
| +4% | +$329K | 1.69% | 15 |
|
|
2025
Q1 | $6.43M | Sell |
55,612
-3,331
| -6% | -$385K | 1.54% | 18 |
|
|
2024
Q4 | $8.72M | Sell |
58,943
-4,320
| -7% | -$639K | 2.11% | 9 |
|
|
2024
Q3 | $8.26M | Sell |
63,263
-4,023
| -6% | -$525K | 2.09% | 12 |
|
|
2024
Q2 | $7.08M | Sell |
67,286
-2,742
| -4% | -$289K | 1.91% | 14 |
|
|
2024
Q1 | $7.04M | Sell |
70,028
-5,267
| -7% | -$530K | 1.98% | 15 |
|
|
2023
Q4 | $6.24M | Sell |
75,295
-884
| -1% | -$73.2K | 1.94% | 15 |
|
|
2023
Q3 | $4.69M | Sell |
76,179
-2,947
| -4% | -$182K | 1.64% | 16 |
|
|
2023
Q2 | $4.43M | Buy |
79,126
+52
| +0.1% | +$2.91K | 1.47% | 17 |
|
|
2023
Q1 | $4.15M | Buy |
79,074
+230
| +0.3% | +$12.1K | 1.4% | 19 |
|
|
2022
Q4 | $3.66M | Buy |
78,844
+304
| +0.4% | +$14.1K | 1.31% | 22 |
|
|
2022
Q3 | $3.38M | Buy |
78,540
+947
| +1% | +$40.7K | 1.26% | 24 |
|
|
2022
Q2 | $3.59M | Buy |
77,593
+1,153
| +2% | +$53.4K | 1.24% | 23 |
|
|
2022
Q1 | $4.47M | Sell |
76,440
-2,184
| -3% | -$128K | 1.27% | 18 |
|
|
2021
Q4 | $5.86M | Sell |
78,624
-1,368
| -2% | -$102K | 1.65% | 12 |
|
|
2021
Q3 | $4.87M | Sell |
79,992
-2,887
| -3% | -$176K | 1.45% | 18 |
|
|
2021
Q2 | $4.91M | Sell |
82,879
-796
| -1% | -$47.2K | 1.44% | 18 |
|
|
2021
Q1 | $4.09M | Buy |
83,675
+2,666
| +3% | +$130K | 1.32% | 19 |
|
|
2020
Q4 | $3.28M | Buy |
81,009
+3,853
| +5% | +$156K | 1.11% | 21 |
|
|
2020
Q3 | $2.65M | Buy |
77,156
+455
| +0.6% | +$15.6K | 1.02% | 22 |
|
|
2020
Q2 | $2.37M | Buy |
76,701
+1,853
| +2% | +$57.2K | 0.98% | 27 |
|
|
2020
Q1 | $1.76M | Buy |
74,848
+2,908
| +4% | +$68.2K | 0.93% | 28 |
|
|
2019
Q4 | $2.1M | Buy |
71,940
+4,058
| +6% | +$118K | 0.96% | 26 |
|
|
2019
Q3 | $1.82M | Buy |
67,882
+2,710
| +4% | +$72.8K | 0.93% | 33 |
|
|
2019
Q2 | $1.65M | Buy |
65,172
+711
| +1% | +$18K | 0.84% | 41 |
|
|
2019
Q1 | $1.51M | Buy |
64,461
+18,761
| +41% | +$441K | 0.77% | 46 |
|
|
2018
Q4 | $897K | Buy |
45,700
+17,900
| +64% | +$351K | 0.53% | 57 |
|
|
2018
Q3 | $758K | Buy |
27,800
+2,400
| +9% | +$65.4K | 0.4% | 66 |
|
|
2018
Q2 | $631K | Buy |
25,400
+7,500
| +42% | +$186K | 0.37% | 71 |
|
|
2018
Q1 | $363K | Buy |
17,900
+12,200
| +214% | +$247K | 0.22% | 82 |
|
|
2017
Q4 | $120K | Buy |
5,700
+4,700
| +470% | +$98.9K | 0.07% | 130 |
|
|
2017
Q3 | $20K | Hold |
1,000
| – | – | 0.01% | 256 |
|
|
2017
Q2 | $19K | Buy |
+1,000
| New | +$19K | 0.01% | 261 |
|