Valley National Advisers’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 | $126K | Buy |
949
+135
| +17% | +$17.9K | 0.02% | 283 |
|
|
2025
Q1 | $94K | Buy |
814
+213
| +35% | +$24.6K | 0.02% | 300 |
|
|
2024
Q4 | $88K | Buy |
601
+138
| +30% | +$20.2K | 0.02% | 292 |
|
|
2024
Q3 | $60K | Sell |
463
-1,062
| -70% | -$138K | 0.01% | 340 |
|
|
2024
Q2 | $160K | Buy |
1,525
+243
| +19% | +$25.5K | 0.02% | 251 |
|
|
2024
Q1 | $128K | Buy |
1,282
+493
| +62% | +$49.2K | 0.02% | 290 |
|
|
2023
Q4 | $65K | Buy |
789
+714
| +952% | +$58.8K | 0.01% | 367 |
|
|
2023
Q3 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 704 |
|
|
2018
Q2 | – | Hold |
0
| – | -$10K | – | 693 |
|
|
2018
Q1 | – | Hold |
0
| – | -$11K | – | 402 |
|
|
2017
Q4 | – | Hold |
0
| – | -$10K | – | 397 |
|
|
2017
Q3 | – | Hold |
0
| – | -$9K | – | 404 |
|
|
2017
Q2 | – | Hold |
0
| – | -$9K | – | 414 |
|
|
2017
Q1 | – | Hold |
0
| – | -$8K | – | 424 |
|
|
2016
Q4 | – | Hold |
0
| – | -$7K | – | 442 |
|
|
2016
Q3 | – | Hold |
0
| – | -$6K | – | 426 |
|
|
2016
Q2 | – | Hold |
0
| – | -$7K | – | 437 |
|
|
2016
Q1 | – | Hold |
0
| – | -$8K | – | 408 |
|
|
2015
Q4 | – | Hold |
0
| – | -$8K | – | 401 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 403 |
|