Stonegate Investment Group’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 | – | Sell |
-15,976
| Closed | -$139K | – | 450 |
|
2025
Q1 | $139K | Hold |
15,976
| – | – | ﹤0.01% | 347 |
|
2024
Q4 | $160K | Buy |
15,976
+1,039
| +7% | +$10.4K | ﹤0.01% | 339 |
|
2024
Q3 | $165K | Sell |
14,937
-676
| -4% | -$7.47K | ﹤0.01% | 343 |
|
2024
Q2 | $152K | Buy |
15,613
+4,502
| +41% | +$43.8K | ﹤0.01% | 335 |
|
2024
Q1 | $95.3K | Buy |
+11,111
| New | +$95.3K | ﹤0.01% | 316 |
|
2023
Q4 | – | Sell |
-10,620
| Closed | -$157K | – | 346 |
|
2023
Q3 | $157K | Sell |
10,620
-63
| -0.6% | -$929 | 0.01% | 280 |
|
2023
Q2 | $174K | Hold |
10,683
| – | – | 0.01% | 290 |
|
2023
Q1 | $177K | Buy |
+10,683
| New | +$177K | 0.01% | 293 |
|