Cetera Investment Advisers’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 | $646K | Buy |
51,448
+6,925
| +16% | +$87K | ﹤0.01% | 2760 |
|
|
2025
Q1 | $547K | Buy |
44,523
+15,210
| +52% | +$187K | ﹤0.01% | 2767 |
|
|
2024
Q4 | $392K | Buy |
29,313
+12,692
| +76% | +$170K | ﹤0.01% | 2890 |
|
|
2024
Q3 | $245K | Sell |
16,621
-30,622
| -65% | -$452K | ﹤0.01% | 3237 |
|
|
2024
Q2 | $647K | Sell |
47,243
-18,911
| -29% | -$259K | ﹤0.01% | 2400 |
|
|
2024
Q1 | $896K | Buy |
66,154
+20,062
| +44% | +$272K | ﹤0.01% | 2163 |
|
|
2023
Q4 | $579K | Buy |
46,092
+5,000
| +12% | +$62.9K | ﹤0.01% | 1411 |
|
|
2023
Q3 | $491K | Sell |
41,092
-3,480
| -8% | -$41.6K | ﹤0.01% | 1427 |
|
|
2023
Q2 | $517K | Buy |
44,572
+4,183
| +10% | +$48.6K | ﹤0.01% | 1432 |
|
|
2023
Q1 | $443K | Buy |
40,389
+5,111
| +14% | +$56.1K | ﹤0.01% | 1496 |
|
|
2022
Q4 | $388K | Buy |
35,278
+3,605
| +11% | +$39.7K | ﹤0.01% | 1519 |
|
|
2022
Q3 | $362K | Buy |
31,673
+8,993
| +40% | +$103K | 0.01% | 1157 |
|
|
2022
Q2 | $264K | Hold |
22,680
| – | – | ﹤0.01% | 1507 |
|
|
2022
Q1 | $327K | Sell |
22,680
-5,279
| -19% | -$76.1K | ﹤0.01% | 1419 |
|
|
2021
Q4 | $473K | Sell |
27,959
-2,860
| -9% | -$48.4K | 0.01% | 1214 |
|
|
2021
Q3 | $505K | Sell |
30,819
-8,718
| -22% | -$143K | 0.01% | 1137 |
|
|
2021
Q2 | $659K | Sell |
39,537
-18,900
| -32% | -$315K | 0.01% | 966 |
|
|
2021
Q1 | $924K | Sell |
58,437
-4,600
| -7% | -$72.7K | 0.02% | 701 |
|
|
2020
Q4 | $910K | Buy |
+63,037
| New | +$910K | 0.02% | 696 |
|