Stratos Wealth Partners’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 | $530K | Sell |
3,985
-4,586
| -54% | -$610K | 0.01% | 901 |
|
2025
Q1 | $991K | Sell |
8,571
-2,613
| -23% | -$302K | 0.02% | 669 |
|
2024
Q4 | $1.65M | Buy |
11,184
+6,015
| +116% | +$890K | 0.02% | 530 |
|
2024
Q3 | $675K | Buy |
5,169
+879
| +20% | +$115K | 0.01% | 822 |
|
2024
Q2 | $451K | Buy |
4,290
+137
| +3% | +$14.4K | 0.01% | 940 |
|
2024
Q1 | $418K | Buy |
4,153
+931
| +29% | +$93.6K | 0.01% | 958 |
|
2023
Q4 | $267K | Buy |
+3,222
| New | +$267K | 0.01% | 1135 |
|
2022
Q2 | – | Sell |
-3,475
| Closed | -$203K | – | 1250 |
|
2022
Q1 | $203K | Sell |
3,475
-8,709
| -71% | -$509K | ﹤0.01% | 1173 |
|
2021
Q4 | $908K | Sell |
12,184
-833
| -6% | -$62.1K | 0.02% | 584 |
|
2021
Q3 | $792K | Buy |
13,017
+416
| +3% | +$25.3K | 0.02% | 595 |
|
2021
Q2 | $746K | Sell |
12,601
-709
| -5% | -$42K | 0.02% | 638 |
|
2021
Q1 | $650K | Sell |
13,310
-1,732
| -12% | -$84.6K | 0.02% | 626 |
|
2020
Q4 | $609K | Buy |
15,042
+24
| +0.2% | +$972 | 0.02% | 611 |
|
2020
Q3 | $516K | Sell |
15,018
-123
| -0.8% | -$4.23K | 0.02% | 614 |
|
2020
Q2 | $468K | Sell |
15,141
-708
| -4% | -$21.9K | 0.02% | 619 |
|
2020
Q1 | $372K | Sell |
15,849
-1,668
| -10% | -$39.2K | 0.02% | 617 |
|
2019
Q4 | $511K | Buy |
17,517
+78
| +0.4% | +$2.28K | 0.02% | 588 |
|
2019
Q3 | $468K | Sell |
17,439
-3,328
| -16% | -$89.3K | 0.02% | 586 |
|
2019
Q2 | $525K | Sell |
20,767
-3,570
| -15% | -$90.3K | 0.02% | 543 |
|
2019
Q1 | $572K | Sell |
24,337
-759
| -3% | -$17.8K | 0.03% | 511 |
|
2018
Q4 | $493K | Sell |
25,096
-479
| -2% | -$9.41K | 0.03% | 516 |
|
2018
Q3 | $697K | Buy |
+25,575
| New | +$697K | 0.03% | 431 |
|
2018
Q2 | – | Sell |
-32,627
| Closed | -$662K | – | 1838 |
|
2018
Q1 | $662K | Sell |
32,627
-3,197
| -9% | -$64.9K | 0.03% | 459 |
|
2017
Q4 | $754K | Sell |
35,824
-1,495
| -4% | -$31.5K | 0.03% | 414 |
|
2017
Q3 | $759K | Sell |
37,319
-15,401
| -29% | -$313K | 0.04% | 393 |
|
2017
Q2 | $981K | Buy |
52,720
+12,476
| +31% | +$232K | 0.05% | 299 |
|
2017
Q1 | $734K | Buy |
40,244
+9,802
| +32% | +$179K | 0.04% | 334 |
|
2016
Q4 | $469K | Buy |
30,442
+3,741
| +14% | +$57.6K | 0.03% | 405 |
|
2016
Q3 | $381K | Buy |
26,701
+2,494
| +10% | +$35.6K | 0.03% | 423 |
|
2016
Q2 | $299K | Sell |
24,207
-1,429
| -6% | -$17.7K | 0.02% | 451 |
|
2016
Q1 | $377K | Buy |
25,636
+1,933
| +8% | +$28.4K | 0.03% | 356 |
|
2015
Q4 | $370K | Buy |
23,703
+1,330
| +6% | +$20.8K | 0.03% | 376 |
|
2015
Q3 | $375K | Buy |
22,373
+7,401
| +49% | +$124K | 0.05% | 320 |
|
2015
Q2 | $342K | Sell |
14,972
-4,670
| -24% | -$107K | 0.04% | 334 |
|
2015
Q1 | $447K | Buy |
19,642
+1,268
| +7% | +$28.9K | 0.05% | 324 |
|
2014
Q4 | $426K | Buy |
18,374
+1,872
| +11% | +$43.4K | 0.08% | 276 |
|
2014
Q3 | $368K | Sell |
16,502
-5,600
| -25% | -$125K | 0.09% | 196 |
|
2014
Q2 | $535K | Buy |
+22,102
| New | +$535K | 0.18% | 141 |
|