Stratos Wealth Advisors’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $346K | Buy |
2,600
+5
| +0.2% | +$665 | 0.02% | 515 |
|
2025
Q1 | $300K | Sell |
2,595
-292
| -10% | -$33.8K | 0.02% | 553 |
|
2024
Q4 | $427K | Sell |
2,887
-2,392
| -45% | -$354K | 0.02% | 512 |
|
2024
Q3 | $689K | Buy |
5,279
+6
| +0.1% | +$784 | 0.03% | 425 |
|
2024
Q2 | $555K | Sell |
5,273
-951
| -15% | -$100K | 0.03% | 445 |
|
2024
Q1 | $626K | Sell |
6,224
-1,334
| -18% | -$134K | 0.04% | 417 |
|
2023
Q4 | $626K | Buy |
7,558
+10
| +0.1% | +$829 | 0.04% | 421 |
|
2023
Q3 | $465K | Buy |
+7,548
| New | +$465K | 0.03% | 439 |
|
2022
Q3 | – | Sell |
-5,017
| Closed | -$232K | – | 517 |
|
2022
Q2 | $232K | Buy |
5,017
+5
| +0.1% | +$231 | 0.02% | 464 |
|
2022
Q1 | $293K | Sell |
5,012
-165
| -3% | -$9.65K | 0.02% | 450 |
|
2021
Q4 | $386K | Buy |
5,177
+3
| +0.1% | +$224 | 0.03% | 424 |
|
2021
Q3 | $315K | Buy |
+5,174
| New | +$315K | 0.03% | 420 |
|