U.S. Capital Wealth 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 | $758K | Sell |
5,696
-26,195
| -82% | -$3.48M | 0.02% | 496 |
|
|
2025
Q1 | $3.69M | Buy |
31,891
+291
| +0.9% | +$33.6K | 0.11% | 190 |
|
|
2024
Q4 | $4.67M | Buy |
31,600
+28,148
| +815% | +$4.16M | 0.14% | 157 |
|
|
2024
Q3 | $451K | Buy |
3,452
+218
| +7% | +$28.5K | 0.02% | 503 |
|
|
2024
Q2 | $340K | Buy |
3,234
+169
| +6% | +$17.8K | 0.01% | 543 |
|
|
2024
Q1 | $308K | Buy |
3,065
+6
| +0.2% | +$603 | 0.01% | 563 |
|
|
2023
Q4 | $253K | Buy |
+3,059
| New | +$253K | 0.01% | 587 |
|
|
2023
Q1 | – | Sell |
-3,027
| Closed | -$140K | – | 1109 |
|
|
2022
Q4 | $140K | Buy |
+3,027
| New | +$140K | 0.01% | 678 |
|
|
2022
Q1 | – | Sell |
-3,000
| Closed | -$224K | – | 730 |
|
|
2021
Q4 | $224K | Sell |
3,000
-5,000
| -63% | -$373K | 0.01% | 662 |
|
|
2021
Q3 | $487K | Buy |
+8,000
| New | +$487K | 0.02% | 512 |
|