Steward Partners Investment Advisory’s KKR & Co KKR Stock Holding History

Steward Partners Investment Advisory’s Portfolio KKR Stock Details KKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.11M	Buy	45,915 +418	+0.9%	+$55.6K	0.05%	374
2025 Q1	$5.26M	Buy	45,497 +6,955	+18%	+$804K	0.05%	386
2024 Q4	$5.7M	Buy	38,542 +3,471	+10%	+$513K	0.05%	342
2024 Q3	$4.58M	Buy	35,071 +4,808	+16%	+$628K	0.04%	386
2024 Q2	$3.18M	Sell	30,263 -416	-1%	-$43.8K	0.03%	457
2024 Q1	$3.09M	Buy	30,679 +2,385	+8%	+$240K	0.03%	446
2023 Q4	$2.34M	Buy	28,294 +160	+0.6%	+$13.3K	0.03%	461
2023 Q3	$1.73M	Buy	28,134 +1,520	+6%	+$93.6K	0.03%	509
2023 Q2	$1.49M	Sell	26,614 -484	-2%	-$27.1K	0.02%	559
2023 Q1	$1.42M	Sell	27,098 -381	-1%	-$20K	0.02%	566
2022 Q4	$1.28M	Sell	27,479 -1,234	-4%	-$57.3K	0.02%	590
2022 Q3	$1.24M	Sell	28,713 -2,758	-9%	-$119K	0.02%	556
2022 Q2	$1.46M	Buy	31,471 +169	+0.5%	+$7.82K	0.03%	529
2022 Q1	$1.83M	Buy	31,302 +2,228	+8%	+$130K	0.03%	502
2021 Q4	$2.17M	Buy	29,074 +521	+2%	+$38.8K	0.03%	475
2021 Q3	$1.74M	Buy	28,553 +102	+0.4%	+$6.21K	0.03%	492
2021 Q2	$1.69M	Sell	28,451 -9,038	-24%	-$535K	0.03%	496
2021 Q1	$1.83M	Buy	37,489 +14,073	+60%	+$687K	0.03%	460
2020 Q4	$948K	Buy	23,416 +1,796	+8%	+$72.7K	0.02%	577
2020 Q3	$742K	Buy	21,620 +1,198	+6%	+$41.1K	0.02%	567
2020 Q2	$631K	Buy	20,422 +21	+0.1%	+$649	0.02%	565
2020 Q1	$478K	Sell	20,401 -3,281	-14%	-$76.9K	0.02%	566
2019 Q4	$690K	Buy	23,682 +1,203	+5%	+$35.1K	0.02%	547
2019 Q3	$603K	Buy	22,479 +1,989	+10%	+$53.4K	0.02%	536
2019 Q2	$517K	Buy	20,490 +759	+4%	+$19.2K	0.02%	553
2019 Q1	$463K	Buy	19,731 +1,441	+8%	+$33.8K	0.02%	537
2018 Q4	$359K	Sell	18,290 -1,105	-6%	-$21.7K	0.02%	567
2018 Q3	$529K	Sell	19,395 -3,304	-15%	-$90.1K	0.03%	487
2018 Q2	$564K	Sell	22,699 -1,098	-5%	-$27.3K	0.03%	439
2018 Q1	$483K	Buy	+23,797	New	+$483K	0.03%	432