LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.81M | Buy |
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|
2025
Q2 | $1.42M | Buy |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $1.2M | Sell |
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $1.56M | Buy |
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|
2023
Q4 | $1.45M | Sell |
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|
2023
Q3 | $1.5M | Buy |
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|
2023
Q2 | $1.45M | Sell |
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|
2023
Q1 | $1.45M | Buy |
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|
2022
Q4 | $853K | Sell |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.27M | Sell |
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|
2021
Q4 | $2.46M | Buy |
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|
2021
Q3 | $2.14M | Sell |
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|
2021
Q2 | $2.34M | Sell |
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|
2021
Q1 | $2.26M | Buy |
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|
2020
Q4 | $727K | Sell |
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|
2020
Q3 | $716K | Buy |
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|
2020
Q2 | $616K | Sell |
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|
2020
Q1 | $889K | Sell |
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|
2019
Q4 | $1.58M | Buy |
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|
2019
Q3 | $1.06M | Sell |
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|
2019
Q2 | $1.13M | Buy |
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|
2019
Q1 | $1M | Buy |
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|
2018
Q4 | $427K | Buy |
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|
2018
Q3 | $480K | Buy |
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|
2018
Q2 | $420K | Buy |
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|
2018
Q1 | $298K | Buy |
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|
2017
Q4 | $206K | Buy |
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|
2017
Q3 | $225K | Buy |
|
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|
2017
Q2 | $193K | Sell |
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|
2017
Q1 | $702K | Buy |
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|
2016
Q4 | $578K | Buy |
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|
2016
Q3 | $423K | Buy |
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|
2016
Q2 | $374K | Sell |
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|
2016
Q1 | $631K | Buy |
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|
2015
Q4 | $613K | Buy |
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|
2015
Q3 | $173K | Sell |
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|
2015
Q2 | $208K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $207K | Buy |
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|
2014
Q3 | $211K | Buy |
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