Transamerica Financial Advisors’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
Q3
$19.1K Buy
2016
Q2
Sell
2016
Q1
$19K Sell
2015
Q4
$293K Hold
2015
Q3
$315K Sell
2015
Q2
$445K Sell
2015
Q1
$450K Buy
2014
Q4
$441K Buy
2014
Q3
$326K Sell
2014
Q2
$357K Buy
2014
Q1
$331K Sell
2013
Q4
$364K Sell
2013
Q3
$334K Sell
2013
Q2
$508K Buy