Summit Financial’s KKR & Co KKR Stock Holding History

Summit Financial’s Portfolio KKR Stock Details KKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.69M	Buy
2025 Q1	$1.75M	Buy
2024 Q4	$1.43M	Buy
2024 Q3	$1.04M	Buy
2024 Q2	$630K	Buy
2024 Q1	$343K	Sell
2023 Q4	$306K	Buy
2023 Q3	$206K	Buy
2022 Q1	–	Sell
2021 Q4	$246K	Hold
2021 Q3	$201K	Buy