Valeo Financial 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 | $1.07M | Buy |
8,066
+990
| +14% | +$132K | 0.03% | 281 |
|
|
2025
Q1 | $818K | Buy |
7,076
+2,006
| +40% | +$232K | 0.02% | 301 |
|
|
2024
Q4 | $750K | Sell |
5,070
-27
| -0.5% | -$3.99K | 0.02% | 321 |
|
|
2024
Q3 | $666K | Buy |
5,097
+1,045
| +26% | +$136K | 0.02% | 341 |
|
|
2024
Q2 | $426K | Buy |
4,052
+341
| +9% | +$35.9K | 0.01% | 432 |
|
|
2024
Q1 | $359K | Buy |
3,711
+503
| +16% | +$48.7K | 0.01% | 454 |
|
|
2023
Q4 | $266K | Buy |
+3,208
| New | +$266K | 0.01% | 526 |
|
|
2023
Q3 | – | Sell |
-4,122
| Closed | -$231K | – | 633 |
|
|
2023
Q2 | $231K | Sell |
4,122
-1,666
| -29% | -$93.3K | 0.01% | 497 |
|
|
2023
Q1 | $304K | Buy |
5,788
+751
| +15% | +$39.4K | 0.01% | 441 |
|
|
2022
Q4 | $234K | Buy |
+5,037
| New | +$234K | 0.01% | 444 |
|
|
2021
Q2 | – | Sell |
-13
| Closed | -$1K | – | 1120 |
|
|
2021
Q1 | $1K | Buy |
13
+9
| +225% | +$692 | ﹤0.01% | 1803 |
|
|
2020
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1716 |
|
|
2020
Q3 | – | Sell |
-2,517
| Closed | -$78K | – | 1817 |
|
|
2020
Q2 | $78K | Buy |
2,517
+1,090
| +76% | +$33.8K | 0.01% | 560 |
|
|
2020
Q1 | $36K | Buy |
1,427
+70
| +5% | +$1.77K | ﹤0.01% | 682 |
|
|
2019
Q4 | $40K | Buy |
1,357
+1,124
| +482% | +$33.1K | ﹤0.01% | 715 |
|
|
2019
Q3 | $6K | Hold |
233
| – | – | ﹤0.01% | 1147 |
|
|
2019
Q2 | $6K | Hold |
233
| – | – | ﹤0.01% | 1151 |
|
|
2019
Q1 | $5K | Buy |
233
+23
| +11% | +$494 | ﹤0.01% | 1161 |
|
|
2018
Q4 | $4K | Hold |
210
| – | – | ﹤0.01% | 1136 |
|
|
2018
Q3 | $5K | Buy |
+210
| New | +$5K | ﹤0.01% | 1185 |
|