Plotkin Financial 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	$142K	Buy	+12,938	New	+$148K	0.07%	100
2025 Q4	–	Sell	-12,938	Closed	-$163K	–	103
2025 Q3	$163K	Hold	12,938	–	–	0.08%	104
2025 Q2	$163K	Hold	12,938	–	–	0.09%	93
2025 Q1	$159K	Hold	12,938	–	–	0.1%	91
2024 Q4	$173K	Hold	12,938	–	–	0.1%	90
2024 Q3	$191K	Hold	12,938	–	–	0.11%	89
2024 Q2	$177K	Hold	12,938	–	–	0.11%	85
2024 Q1	$175K	Hold	12,938	–	–	0.12%	90
2023 Q4	$163K	Hold	12,938	–	–	0.12%	81
2023 Q3	$155K	Hold	12,938	–	–	0.14%	74
2023 Q2	$150K	Hold	12,938	–	–	0.12%	79
2023 Q1	$142K	Buy	+12,938	New	+$146K	0.13%	72
2022 Q4	–	Sell	-12,373	Closed	-$142K	–	71
2022 Q3	$142K	Buy	+12,373	New	+$150K	0.14%	65