Rockefeller Capital Management’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 | $802K | Hold |
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|
2025
Q2 | $800K | Sell |
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|
2025
Q1 | $846K | Buy |
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|
2024
Q4 | $854K | Sell |
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|
2024
Q3 | $957K | Buy |
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|
2024
Q2 | $820K | Sell |
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|
2024
Q1 | $1.76M | Hold |
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|
2023
Q4 | $1.63M | Hold |
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|
2023
Q3 | $1.55M | Hold |
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|
2023
Q2 | $1.51M | Hold |
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|
2023
Q1 | $1.43M | Buy |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $1.19M | Hold |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $1.35M | Hold |
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|
2021
Q4 | $1.58M | Buy |
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|
2021
Q3 | $1.48M | Sell |
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|
2021
Q2 | $1.59M | Hold |
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|
2021
Q1 | $1.51M | Buy |
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|
2020
Q4 | $1.3M | Hold |
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|
2020
Q3 | $1.22M | Buy |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | $830K | Buy |
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|
2019
Q4 | $680K | Buy |
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