Steward Partners Investment Advisory’s KKR Real Estate Finance Trust KREF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Buy |
294,511
+18,135
| +7% | +$159K | 0.02% | 628 |
|
|
2025
Q1 | $2.98M | Buy |
+276,376
| New | +$2.98M | 0.03% | 532 |
|
|
2023
Q1 | – | Sell |
-639
| Closed | -$8.92K | – | 3372 |
|
|
2022
Q4 | $8.92K | Buy |
639
+50
| +8% | +$698 | ﹤0.01% | 2577 |
|
|
2022
Q3 | $10K | Sell |
589
-166
| -22% | -$2.82K | ﹤0.01% | 2539 |
|
|
2022
Q2 | $13K | Sell |
755
-1,365
| -64% | -$23.5K | ﹤0.01% | 2417 |
|
|
2022
Q1 | $44K | Buy |
2,120
+1,500
| +242% | +$31.1K | ﹤0.01% | 1976 |
|
|
2021
Q4 | $13K | Sell |
620
-641
| -51% | -$13.4K | ﹤0.01% | 2503 |
|
|
2021
Q3 | $27K | Hold |
1,261
| – | – | ﹤0.01% | 2191 |
|
|
2021
Q2 | $27K | Sell |
1,261
-750
| -37% | -$16.1K | ﹤0.01% | 4449 |
|
|
2021
Q1 | $37K | Buy |
2,011
+1,911
| +1,911% | +$35.1K | ﹤0.01% | 2148 |
|
|
2020
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 2714 |
|
|
2020
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 2581 |
|
|
2020
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 2478 |
|