Summit Financial’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 | $6.69M | Buy |
50,324
+35,223
| +233% | +$4.69M | 0.15% | 119 |
|
|
2025
Q1 | $1.75M | Buy |
15,101
+5,451
| +56% | +$630K | 0.05% | 277 |
|
|
2024
Q4 | $1.43M | Buy |
9,650
+1,661
| +21% | +$246K | 0.05% | 257 |
|
|
2024
Q3 | $1.04M | Buy |
7,989
+1,999
| +33% | +$261K | 0.04% | 252 |
|
|
2024
Q2 | $630K | Buy |
5,990
+2,575
| +75% | +$271K | 0.03% | 291 |
|
|
2024
Q1 | $343K | Sell |
3,415
-279
| -8% | -$28.1K | 0.02% | 309 |
|
|
2023
Q4 | $306K | Buy |
3,694
+348
| +10% | +$28.8K | 0.02% | 296 |
|
|
2023
Q3 | $206K | Buy |
+3,346
| New | +$206K | 0.02% | 323 |
|
|
2022
Q1 | – | Sell |
-3,298
| Closed | -$246K | – | 253 |
|
|
2021
Q4 | $246K | Hold |
3,298
| – | – | 0.02% | 224 |
|
|
2021
Q3 | $201K | Buy |
+3,298
| New | +$201K | 0.02% | 217 |
|