Stephens Inc’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 | $399K | Buy |
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|
2025
Q2 | $397K | Buy |
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|
2025
Q1 | $330K | Hold |
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|
2024
Q4 | $359K | Buy |
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|
2024
Q3 | $382K | Buy |
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|
2024
Q2 | $259K | Hold |
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|
2024
Q1 | $256K | Hold |
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|
2023
Q4 | $238K | Hold |
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|
2023
Q3 | $226K | Hold |
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|
2023
Q2 | $219K | Hold |
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|
2023
Q1 | $208K | Hold |
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|
2022
Q4 | $208K | Hold |
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|
2022
Q3 | $216K | Hold |
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|
2022
Q2 | $220K | Sell |
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|
2022
Q1 | $302K | Hold |
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|
2021
Q4 | $355K | Hold |
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|
2021
Q3 | $343K | Hold |
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|
2021
Q2 | $350K | Sell |
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|
2021
Q1 | $431K | Hold |
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|
2020
Q4 | $393K | Hold |
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|
2020
Q3 | $369K | Hold |
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|
2020
Q2 | $336K | Hold |
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|
2020
Q1 | $290K | Hold |
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|
2019
Q4 | $430K | Hold |
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|
2019
Q3 | $424K | Hold |
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|
2019
Q2 | $429K | Hold |
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|
2019
Q1 | $422K | Hold |
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|
2018
Q4 | $388K | Hold |
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|
2018
Q3 | $447K | Hold |
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|
2018
Q2 | $451K | Buy |
|