Concurrent Investment 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
$148K Sell
13,464
-565
-4% -$6.44K ﹤0.01% 1785
2025
Q4
$163K Buy
14,029
+95
+0.7% +$1.13K ﹤0.01% 1665
2025
Q3
$176K Sell
13,934
-21
-0.2% -$265 ﹤0.01% 1373
2025
Q2
$175K Buy
13,955
+585
+4% +$7K ﹤0.01% 1288
2025
Q1
$164K Hold
13,370
﹤0.01% 1153
2024
Q4
$179K Hold
13,370
﹤0.01% 1006
2024
Q3
$197K Hold
13,370
0.01% 945
2024
Q2
$183K Hold
13,370
0.01% 886
2024
Q1
$181K Hold
13,370
0.01% 814
2023
Q4
$168K Buy
+13,370
New +$159K 0.01% 789

Other funds holding KIO