Washington Trust 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 | – | Sell |
-573
| Closed | -$66.2K | – | 645 |
|
|
2025
Q1 | $66.2K | Buy |
573
+27
| +5% | +$3.12K | 0.01% | 294 |
|
|
2024
Q4 | $80.8K | Sell |
546
-222
| -29% | -$32.8K | 0.01% | 278 |
|
|
2024
Q3 | $100K | Buy |
768
+91
| +13% | +$11.9K | 0.01% | 261 |
|
|
2024
Q2 | $71.3K | Buy |
677
+57
| +9% | +$6K | 0.01% | 278 |
|
|
2024
Q1 | $62.3K | Sell |
620
-7
| -1% | -$704 | 0.01% | 290 |
|
|
2023
Q4 | $51.9K | Buy |
627
+452
| +258% | +$37.4K | 0.01% | 303 |
|
|
2023
Q3 | $10.8K | Buy |
+175
| New | +$10.8K | ﹤0.01% | 448 |
|
|
2022
Q4 | – | Sell |
-1,074
| Closed | -$46K | – | 838 |
|
|
2022
Q3 | $46K | Buy |
1,074
+25
| +2% | +$1.07K | ﹤0.01% | 398 |
|
|
2022
Q2 | $49K | Buy |
1,049
+39
| +4% | +$1.82K | ﹤0.01% | 401 |
|
|
2022
Q1 | $59K | Buy |
1,010
+36
| +4% | +$2.1K | ﹤0.01% | 415 |
|
|
2021
Q4 | $73K | Buy |
+974
| New | +$73K | ﹤0.01% | 411 |
|