Steward Partners Investment Advisory’s Western Asset High Income Opportunity Fund HIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $360K | Buy |
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|
2025
Q2 | $373K | Sell |
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|
2025
Q1 | $404K | Buy |
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|
2024
Q4 | $368K | Buy |
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|
2024
Q3 | $379K | Buy |
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|
2024
Q2 | $357K | Sell |
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|
2024
Q1 | $396K | Buy |
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|
2023
Q4 | $391K | Buy |
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|
2023
Q3 | $40.4K | Buy |
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|
2023
Q2 | $41.9K | Buy |
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|
2023
Q1 | $42.2K | Buy |
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|
2022
Q4 | $43.7K | Buy |
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|
2022
Q3 | $41K | Buy |
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|
2022
Q2 | $44K | Buy |
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|
2022
Q1 | $49K | Buy |
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|
2021
Q4 | $57K | Buy |
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|
2021
Q3 | $20K | Buy |
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|
2021
Q2 | $20K | Sell |
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|
2021
Q1 | $40K | Buy |
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|
2020
Q4 | $19K | Sell |
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|
2020
Q3 | $1.21M | Buy |
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|
2020
Q2 | $1.14M | Buy |
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|
2020
Q1 | $1.04M | Buy |
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|
2019
Q4 | $1.2M | Buy |
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|
2019
Q3 | $21K | Hold |
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|
2019
Q2 | $21K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $58K | Hold |
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|
2018
Q2 | $59K | Hold |
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|
2018
Q1 | $59K | Hold |
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|
2017
Q4 | $62K | Buy |
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|
2017
Q3 | $60K | Hold |
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|
2017
Q2 | $59K | Buy |
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|
2017
Q1 | $0 | Hold |
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|
2016
Q4 | $0 | Buy |
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