Toth Financial Advisory’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
-5,210
Closed -$771K 736
2024
Q4
$771K Buy
5,210
+10
+0.2% +$1.48K 0.09% 137
2024
Q3
$679K Buy
5,200
+2,450
+89% +$320K 0.08% 149
2024
Q2
$289K Buy
+2,750
New +$289K 0.04% 188