KFA
HIO

Kelleher Financial Advisors’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Kelleher Financial Advisors’s Portfolio HIO Stock Details HIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$125K Buy
+31,364
New +$125K 0.04% 135
2024
Q4 		– Sell
-26,033
Closed -$105K – 118
2024
Q3 		$105K Buy
26,033
+695
+3% +$2.82K 0.04% 118
2024
Q2 		$96.5K Buy
+25,338
New +$96.5K 0.04% 106