SeaCrest Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $177K | Buy |
15,682
+375
| +2% | +$4.2K | 0.02% | 539 |
|
|
2026
Q1 | $168K | Sell |
15,307
-1,071
| -7% | -$12.2K | 0.02% | 616 |
|
|
2025
Q4 | $191K | Buy |
16,378
+407
| +3% | +$4.82K | 0.02% | 611 |
|
|
2025
Q3 | $200K | Buy |
15,971
+259
| +2% | +$3.26K | 0.02% | 601 |
|
|
2025
Q2 | $197K | Sell |
15,712
-27
| -0.2% | -$323 | 0.02% | 580 |
|
|
2025
Q1 | $193K | Sell |
15,739
-8,558
| -35% | -$109K | 0.02% | 624 |
|
|
2024
Q4 | $325K | Buy |
24,297
+765
| +3% | +$10.6K | 0.03% | 467 |
|
|
2024
Q3 | $347K | Buy |
23,532
+1,074
| +5% | +$15.3K | 0.04% | 448 |
|
|
2024
Q2 | $308K | Buy |
22,458
+129
| +0.6% | +$1.73K | 0.04% | 447 |
|
|
2024
Q1 | $302K | Buy |
22,329
+559
| +3% | +$7.26K | 0.04% | 438 |
|
|
2023
Q4 | $276K | Sell |
21,770
-2,454
| -10% | -$29.2K | 0.03% | 481 |
|
|
2023
Q3 | $290K | Buy |
24,224
+352
| +1% | +$4.21K | 0.04% | 464 |
|
|
2023
Q2 | $277K | Sell |
23,872
-5,121
| -18% | -$57.3K | 0.04% | 488 |
|
|
2023
Q1 | $318K | Buy |
28,993
+16,749
| +137% | +$189K | 0.04% | 443 |
|
|
2022
Q4 | $135K | Buy |
12,244
+329
| +3% | +$3.69K | 0.02% | 598 |
|
|
2022
Q3 | $136K | Buy |
11,915
+4,726
| +66% | +$57.4K | 0.02% | 580 |
|
|
2022
Q2 | $84K | Buy |
+7,189
| New | +$93.7K | 0.01% | 925 |
|
|
2021
Q1 | – | Sell |
-14,176
| Closed | -$205K | – | 670 |
|
|
2020
Q4 | $205K | Sell |
14,176
-8,732
| -38% | -$122K | 0.03% | 560 |
|
|
2020
Q3 | $310K | Sell |
22,908
-1,724
| -7% | -$22.8K | 0.05% | 380 |
|
|
2020
Q2 | $303K | Sell |
24,632
-688
| -3% | -$7.85K | 0.05% | 380 |
|
|
2020
Q1 | $270K | Sell |
25,320
-848
| -3% | -$12.3K | 0.06% | 353 |
|
|
2019
Q4 | $413K | Buy |
26,168
+7,724
| +42% | +$119K | 0.07% | 324 |
|
|
2019
Q3 | $287K | Sell |
18,444
-813
| -4% | -$12.7K | 0.05% | 407 |
|
|
2019
Q2 | $303K | Buy |
19,257
+2,967
| +18% | +$46.7K | 0.06% | 378 |
|
|
2019
Q1 | $252K | Buy |
16,290
+242
| +2% | +$3.7K | 0.04% | 400 |
|
|
2018
Q4 | $229K | Sell |
16,048
-693
| -4% | -$10.7K | 0.05% | 391 |
|
|
2018
Q3 | $275K | Buy |
16,741
+1,366
| +9% | +$22.8K | 0.05% | 411 |
|
|
2018
Q2 | $255K | Buy |
15,375
+756
| +5% | +$12.2K | 0.05% | 413 |
|
|
2018
Q1 | $232K | Buy |
14,619
+526
| +4% | +$8.34K | 0.04% | 441 |
|
|
2017
Q4 | $226K | Buy |
+14,093
| New | +$233K | 0.04% | 448 |
|
Other funds holding KIO
SFS
SWP
HWAM
GLLW
CA
BRWA
NWMP
HWP
JWA