Zhang Financial’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 | $2.09M | Buy |
15,740
+408
| +3% | +$54.3K | 0.1% | 108 |
|
|
2025
Q1 | $1.77M | Buy |
15,332
+2,779
| +22% | +$321K | 0.09% | 114 |
|
|
2024
Q4 | $1.86M | Buy |
12,553
+1,936
| +18% | +$286K | 0.11% | 101 |
|
|
2024
Q3 | $1.39M | Buy |
10,617
+2
| +0% | +$261 | 0.09% | 123 |
|
|
2024
Q2 | $1.12M | Buy |
10,615
+711
| +7% | +$74.8K | 0.08% | 130 |
|
|
2024
Q1 | $996K | Sell |
9,904
-761
| -7% | -$76.5K | 0.07% | 143 |
|
|
2023
Q4 | $884K | Sell |
10,665
-190
| -2% | -$15.7K | 0.08% | 138 |
|
|
2023
Q3 | $669K | Sell |
10,855
-313
| -3% | -$19.3K | 0.07% | 140 |
|
|
2023
Q2 | $625K | Sell |
11,168
-150
| -1% | -$8.4K | 0.06% | 144 |
|
|
2023
Q1 | $594K | Sell |
11,318
-707
| -6% | -$37.1K | 0.07% | 141 |
|
|
2022
Q4 | $558K | Buy |
12,025
+149
| +1% | +$6.92K | 0.07% | 141 |
|
|
2022
Q3 | $511K | Buy |
11,876
+1,290
| +12% | +$55.5K | 0.08% | 132 |
|
|
2022
Q2 | $490K | Buy |
10,586
+345
| +3% | +$16K | 0.08% | 135 |
|
|
2022
Q1 | $599K | Buy |
10,241
+4,893
| +91% | +$286K | 0.1% | 118 |
|
|
2021
Q4 | $398K | Buy |
+5,348
| New | +$398K | 0.07% | 142 |
|