Cambridge Investment Research Advisors’s KKR Income Opportunities Fund KIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Sell
94,781
-23,693
-20% -$297K ﹤0.01% 1818
2025
Q1
$1.46M Buy
118,474
+3,877
+3% +$47.6K ﹤0.01% 1575
2024
Q4
$1.53M Sell
114,597
-398
-0.3% -$5.32K 0.01% 1550
2024
Q3
$1.7M Buy
114,995
+2,618
+2% +$38.6K 0.01% 1481
2024
Q2
$1.54M Buy
112,377
+8,056
+8% +$110K 0.01% 1470
2024
Q1
$1.41M Buy
104,321
+4,496
+5% +$60.9K 0.01% 1491
2023
Q4
$1.26M Buy
99,825
+10,533
+12% +$132K 0.01% 1497
2023
Q3
$1.07M Sell
89,292
-2,653
-3% -$31.7K 0.01% 1530
2023
Q2
$1.07M Sell
91,945
-1,916
-2% -$22.2K ﹤0.01% 1569
2023
Q1
$1.03M Sell
93,861
-1,778
-2% -$19.5K 0.01% 1555
2022
Q4
$1.05M Sell
95,639
-5,385
-5% -$59.3K 0.01% 1482
2022
Q3
$1.16M Buy
101,024
+815
+0.8% +$9.33K 0.01% 1380
2022
Q2
$1.17M Buy
100,209
+2,817
+3% +$32.8K 0.01% 1367
2022
Q1
$1.41M Buy
97,392
+3,234
+3% +$46.7K 0.01% 1355
2021
Q4
$1.59M Buy
94,158
+6,662
+8% +$113K 0.01% 1282
2021
Q3
$1.43M Buy
87,496
+21,669
+33% +$355K 0.01% 1280
2021
Q2
$1.1M Buy
65,827
+12,729
+24% +$212K 0.01% 1467
2021
Q1
$840K Buy
53,098
+34,410
+184% +$544K ﹤0.01% 1553
2020
Q4
$270K Buy
18,688
+5,452
+41% +$78.8K ﹤0.01% 2234
2020
Q3
$179K Sell
13,236
-16,407
-55% -$222K ﹤0.01% 2276
2020
Q2
$365K Sell
29,643
-25
-0.1% -$308 ﹤0.01% 1736
2020
Q1
$316K Sell
29,668
-2,995
-9% -$31.9K ﹤0.01% 1649
2019
Q4
$515K Sell
32,663
-294
-0.9% -$4.64K ﹤0.01% 1559
2019
Q3
$513K Buy
32,957
+808
+3% +$12.6K ﹤0.01% 1478
2019
Q2
$506K Buy
32,149
+4,478
+16% +$70.5K ﹤0.01% 1413
2019
Q1
$428K Sell
27,671
-396
-1% -$6.13K ﹤0.01% 1589
2018
Q4
$400K Sell
28,067
-6,075
-18% -$86.6K ﹤0.01% 1447
2018
Q3
$560K Buy
34,142
+445
+1% +$7.3K 0.01% 1373
2018
Q2
$558K Buy
33,697
+5,074
+18% +$84K 0.01% 1339
2018
Q1
$455K Buy
28,623
+3,181
+13% +$50.6K 0.01% 1406
2017
Q4
$408K Buy
25,442
+5,390
+27% +$86.4K ﹤0.01% 1441
2017
Q3
$359K Sell
20,052
-3,711
-16% -$66.4K ﹤0.01% 1450
2017
Q2
$416K Buy
23,763
+5,268
+28% +$92.2K 0.01% 1304
2017
Q1
$315K Buy
+18,495
New +$315K 0.01% 1345