TFC Financial Management’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$315K Sell
2025
Q1
$276K Sell
2024
Q4
$378K Hold
2024
Q3
$333K Buy
2024
Q2
$268K Sell
2024
Q1
$257K Buy
2023
Q4
$211K Hold
2023
Q3
$157K Hold
2023
Q2
$143K Hold
2023
Q1
$134K Hold
2022
Q4
$118K Hold
2022
Q3
$110K Hold
2022
Q2
$118K Hold
2022
Q1
$149K Hold
2021
Q4
$190K Hold
2021
Q3
$155K Buy