Summit Global Investments’s KKR & Co KKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,517	Closed	-$372K	–	515
2024 Q4	$372K	Buy	+2,517	New	+$372K	0.02%	417
2024 Q3	–	Sell	-2,022	Closed	-$213K	–	547
2024 Q2	$213K	Buy	+2,022	New	+$213K	0.01%	472