Cambridge Investment Research Advisors’s KKR Income Opportunities Fund KIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.22M | Sell |
111,203
-667
| -0.6% | -$7.61K | ﹤0.01% | 1988 |
|
|
2025
Q4 | $1.3M | Sell |
111,870
-28,964
| -21% | -$343K | ﹤0.01% | 1903 |
|
|
2025
Q3 | $1.77M | Buy |
140,834
+46,053
| +49% | +$580K | ﹤0.01% | 1591 |
|
|
2025
Q2 | $1.19M | Sell |
94,781
-23,693
| -20% | -$284K | ﹤0.01% | 1818 |
|
|
2025
Q1 | $1.46M | Buy |
118,474
+3,877
| +3% | +$49.3K | ﹤0.01% | 1575 |
|
|
2024
Q4 | $1.53M | Sell |
114,597
-398
| -0.3% | -$5.49K | 0.01% | 1550 |
|
|
2024
Q3 | $1.7M | Buy |
114,995
+2,618
| +2% | +$37.3K | 0.01% | 1481 |
|
|
2024
Q2 | $1.54M | Buy |
112,377
+8,056
| +8% | +$108K | 0.01% | 1470 |
|
|
2024
Q1 | $1.41M | Buy |
104,321
+4,496
| +5% | +$58.4K | 0.01% | 1491 |
|
|
2023
Q4 | $1.25M | Buy |
99,825
+10,533
| +12% | +$125K | 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% | -$21.4K | ﹤0.01% | 1569 |
|
|
2023
Q1 | $1.03M | Sell |
93,861
-1,778
| -2% | -$20.1K | 0.01% | 1555 |
|
|
2022
Q4 | $1.05M | Sell |
95,639
-5,385
| -5% | -$60.3K | 0.01% | 1482 |
|
|
2022
Q3 | $1.16M | Buy |
101,024
+815
| +0.8% | +$9.9K | 0.01% | 1380 |
|
|
2022
Q2 | $1.17M | Buy |
100,209
+2,817
| +3% | +$36.7K | 0.01% | 1367 |
|
|
2022
Q1 | $1.41M | Buy |
97,392
+3,234
| +3% | +$49.5K | 0.01% | 1355 |
|
|
2021
Q4 | $1.59M | Buy |
94,158
+6,662
| +8% | +$109K | 0.01% | 1282 |
|
|
2021
Q3 | $1.43M | Buy |
87,496
+21,669
| +33% | +$356K | 0.01% | 1280 |
|
|
2021
Q2 | $1.1M | Buy |
65,827
+12,729
| +24% | +$206K | 0.01% | 1467 |
|
|
2021
Q1 | $840K | Buy |
53,098
+34,410
| +184% | +$522K | ﹤0.01% | 1553 |
|
|
2020
Q4 | $270K | Buy |
18,688
+5,452
| +41% | +$75.9K | ﹤0.01% | 2234 |
|
|
2020
Q3 | $179K | Sell |
13,236
-16,407
| -55% | -$217K | ﹤0.01% | 2276 |
|
|
2020
Q2 | $365K | Sell |
29,643
-25
| -0.1% | -$285 | ﹤0.01% | 1736 |
|
|
2020
Q1 | $316K | Sell |
29,668
-2,995
| -9% | -$43.6K | ﹤0.01% | 1649 |
|
|
2019
Q4 | $515K | Sell |
32,663
-294
| -0.9% | -$4.53K | ﹤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% | -$6.06K | ﹤0.01% | 1589 |
|
|
2018
Q4 | $400K | Sell |
28,067
-6,075
| -18% | -$93.7K | ﹤0.01% | 1447 |
|
|
2018
Q3 | $560K | Buy |
34,142
+445
| +1% | +$7.44K | 0.01% | 1373 |
|
|
2018
Q2 | $558K | Buy |
33,697
+5,074
| +18% | +$81.9K | 0.01% | 1339 |
|
|
2018
Q1 | $455K | Buy |
28,623
+3,181
| +13% | +$50.4K | 0.01% | 1406 |
|
|
2017
Q4 | $408K | Buy |
25,442
+5,390
| +27% | +$89K | ﹤0.01% | 1441 |
|
|
2017
Q3 | $359K | Sell |
20,052
-3,711
| -16% | -$65.1K | ﹤0.01% | 1450 |
|
|
2017
Q2 | $416K | Buy |
23,763
+5,268
| +28% | +$92K | 0.01% | 1304 |
|
|
2017
Q1 | $315K | Buy |
+18,495
| New | +$308K | 0.01% | 1345 |
|
Other funds holding KIO
PCM
GC
SFS
LSC
