Shaker Financial Services’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
Q2 | $604K | Buy |
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|
2025
Q1 | $471K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $281K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $366K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $162K | Sell |
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|
2022
Q4 | $1.44M | Sell |
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|
2022
Q3 | $2.23M | Buy |
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|
2022
Q2 | $2.25M | Buy |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $1.88M | Sell |
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|
2021
Q3 | $1.93M | Buy |
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|
2021
Q2 | $392K | Buy |
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|
2021
Q1 | $290K | Sell |
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|
2020
Q4 | $2.37M | Buy |
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|
2020
Q3 | $220K | Sell |
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|
2020
Q2 | $2.38M | Buy |
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|
2020
Q1 | $999K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $451K | Sell |
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|
2019
Q2 | $1.08M | Sell |
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|
2019
Q1 | $2.12M | Sell |
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|
2018
Q4 | $4.12M | Buy |
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|
2018
Q3 | $1.52M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2.87M | Buy |
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|
2017
Q4 | $1.23M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $393K | Sell |
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|
2017
Q1 | $832K | Sell |
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|
2016
Q4 | $2.62M | Buy |
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|
2016
Q3 | $1.55M | Buy |
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|
2016
Q2 | $872K | Sell |
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|
2016
Q1 | $2.2M | Sell |
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|
2015
Q4 | $3.03M | Buy |
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|
2015
Q3 | $1.68M | Sell |
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|
2015
Q2 | $1.83M | Buy |
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|
2015
Q1 | $1.2M | Sell |
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|
2014
Q4 | $1.48M | Buy |
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|
2014
Q3 | $263K | Sell |
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|
2014
Q2 | $2.17M | Sell |
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|
2014
Q1 | $2.58M | Buy |
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|
2013
Q4 | $328K | Buy |
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