Summit Trail Advisors’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 | $2.55M | Buy |
19,176
+9,848
| +106% | +$1.31M | 0.04% | 218 |
|
|
2025
Q1 | $1.08M | Buy |
9,328
+3,457
| +59% | +$400K | 0.04% | 147 |
|
|
2024
Q4 | $868K | Buy |
5,871
+1,916
| +48% | +$283K | 0.03% | 150 |
|
|
2024
Q3 | $517K | Buy |
3,955
+349
| +10% | +$45.6K | 0.01% | 393 |
|
|
2024
Q2 | $380K | Sell |
3,606
-2,275
| -39% | -$239K | 0.01% | 431 |
|
|
2024
Q1 | $592K | Buy |
5,881
+1,472
| +33% | +$148K | 0.02% | 303 |
|
|
2023
Q4 | $365K | Buy |
4,409
+374
| +9% | +$31K | 0.01% | 347 |
|
|
2023
Q3 | $249K | Buy |
+4,035
| New | +$249K | 0.01% | 434 |
|