Steward Partners Investment Advisory’s Kennedy-Wilson Holdings KW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.3K | Buy |
1,220
+18
| +1% | +$122 | ﹤0.01% | 3296 |
|
|
2025
Q1 | $10.4K | Buy |
1,202
+14
| +1% | +$122 | ﹤0.01% | 3078 |
|
|
2024
Q4 | $11.9K | Buy |
1,188
+13
| +1% | +$130 | ﹤0.01% | 3029 |
|
|
2024
Q3 | $13K | Buy |
1,175
+14
| +1% | +$155 | ﹤0.01% | 2847 |
|
|
2024
Q2 | $11.3K | Buy |
1,161
+32
| +3% | +$311 | ﹤0.01% | 2766 |
|
|
2024
Q1 | $9.69K | Buy |
1,129
+22
| +2% | +$189 | ﹤0.01% | 2818 |
|
|
2023
Q4 | $13.7K | Buy |
1,107
+19
| +2% | +$235 | ﹤0.01% | 2569 |
|
|
2023
Q3 | $16K | Buy |
1,088
+16
| +1% | +$236 | ﹤0.01% | 2414 |
|
|
2023
Q2 | $17.5K | Buy |
1,072
+15
| +1% | +$245 | ﹤0.01% | 2355 |
|
|
2023
Q1 | $17.5K | Buy |
1,057
+16
| +2% | +$265 | ﹤0.01% | 2301 |
|
|
2022
Q4 | $16.4K | Sell |
1,041
-97
| -9% | -$1.53K | ﹤0.01% | 2340 |
|
|
2022
Q3 | $18K | Sell |
1,138
-127
| -10% | -$2.01K | ﹤0.01% | 2268 |
|
|
2022
Q2 | $24K | Sell |
1,265
-201
| -14% | -$3.81K | ﹤0.01% | 2143 |
|
|
2022
Q1 | $36K | Buy |
1,466
+473
| +48% | +$11.6K | ﹤0.01% | 2084 |
|
|
2021
Q4 | $24K | Buy |
993
+10
| +1% | +$242 | ﹤0.01% | 2247 |
|
|
2021
Q3 | $21K | Buy |
983
+11
| +1% | +$235 | ﹤0.01% | 2304 |
|
|
2021
Q2 | $19K | Buy |
972
+10
| +1% | +$195 | ﹤0.01% | 5193 |
|
|
2021
Q1 | $19.4K | Sell |
962
-193
| -17% | -$3.9K | ﹤0.01% | 2503 |
|
|
2020
Q4 | $21K | Buy |
1,155
+219
| +23% | +$3.98K | ﹤0.01% | 2037 |
|
|
2020
Q3 | $14K | Buy |
936
+14
| +2% | +$209 | ﹤0.01% | 2013 |
|
|
2020
Q2 | $14K | Buy |
922
+15
| +2% | +$228 | ﹤0.01% | 1902 |
|
|
2020
Q1 | $12K | Buy |
907
+9
| +1% | +$119 | ﹤0.01% | 1791 |
|
|
2019
Q4 | $20K | Buy |
898
+9
| +1% | +$200 | ﹤0.01% | 1771 |
|
|
2019
Q3 | $19K | Sell |
889
-39
| -4% | -$834 | ﹤0.01% | 1743 |
|
|
2019
Q2 | $19K | Buy |
+928
| New | +$19K | ﹤0.01% | 1728 |
|
|
2018
Q4 | – | Sell |
-902
| Closed | -$19K | – | 1515 |
|
|
2018
Q3 | $19K | Sell |
902
-397
| -31% | -$8.36K | ﹤0.01% | 1580 |
|
|
2018
Q2 | $27K | Sell |
1,299
-300
| -19% | -$6.24K | ﹤0.01% | 1346 |
|
|
2018
Q1 | $27K | Hold |
1,599
| – | – | ﹤0.01% | 1224 |
|
|
2017
Q4 | $27K | Hold |
1,599
| – | – | ﹤0.01% | 1020 |
|
|
2017
Q3 | $29K | Sell |
1,599
-500
| -24% | -$9.07K | ﹤0.01% | 843 |
|
|
2017
Q2 | $39K | Hold |
2,099
| – | – | ﹤0.01% | 684 |
|
|
2017
Q1 | $46K | Sell |
2,099
-250
| -11% | -$5.48K | 0.01% | 567 |
|
|
2016
Q4 | $48K | Buy |
+2,349
| New | +$48K | 0.02% | 324 |
|