Summit Securities Group’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 | $60.5K | Buy |
+455
| New | +$60.5K | 0.01% | 371 |
|
|
2024
Q3 | – | Sell |
-503
| Closed | -$53K | – | 607 |
|
|
2024
Q2 | $53K | Buy |
+503
| New | +$53K | 0.01% | 196 |
|
|
2023
Q2 | – | Sell |
-5
| Closed | – | – | 846 |
|
|
2023
Q1 | $0 | Sell |
5
-6,484
| -100% | – | ﹤0.01% | 879 |
|
|
2022
Q4 | $301K | Buy |
6,489
+6,488
| +648,800% | +$301K | 0.01% | 232 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 823 |
|
|
2022
Q1 | – | Sell |
-73,255
| Closed | -$5.46M | – | 893 |
|
|
2021
Q4 | $5.46M | Buy |
73,255
+15,854
| +28% | +$1.18M | 0.26% | 36 |
|
|
2021
Q3 | $3.5M | Buy |
57,401
+22,401
| +64% | +$1.36M | 0.27% | 33 |
|
|
2021
Q2 | $2.07M | Buy |
+35,000
| New | +$2.07M | 0.17% | 56 |
|
|
2018
Q1 | – | Sell |
-10,700
| Closed | -$225K | – | 133 |
|
|
2017
Q4 | $225K | Buy |
+10,700
| New | +$225K | 0.03% | 147 |
|
|
2015
Q3 | – | Sell |
-200
| Closed | -$5K | – | 385 |
|
|
2015
Q2 | $5K | Buy |
200
+100
| +100% | +$2.5K | ﹤0.01% | 411 |
|
|
2015
Q1 | $2K | Sell |
100
-8,100
| -99% | -$162K | ﹤0.01% | 306 |
|
|
2014
Q4 | $190K | Sell |
8,200
-3,900
| -32% | -$90.4K | 0.05% | 189 |
|
|
2014
Q3 | $270K | Buy |
12,100
+9,700
| +404% | +$216K | 0.08% | 168 |
|
|
2014
Q2 | $58K | Buy |
+2,400
| New | +$58K | 0.02% | 283 |
|
|
2014
Q1 | – | Sell |
-1,200
| Closed | -$29K | – | 415 |
|
|
2013
Q4 | $29K | Buy |
+1,200
| New | +$29K | 0.01% | 290 |
|
|
2013
Q3 | – | Sell |
-3,100
| Closed | -$61K | – | 374 |
|
|
2013
Q2 | $61K | Buy |
+3,100
| New | +$61K | 0.03% | 156 |
|