Stifel Financial’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
Q1 | $199K | Hold |
18,103
| – | – | ﹤0.01% | 3437 |
|
|
2025
Q4 | $210K | Sell |
18,103
-11,101
| -38% | -$131K | ﹤0.01% | 3359 |
|
|
2025
Q3 | $368K | Sell |
29,204
-210,936
| -88% | -$2.66M | ﹤0.01% | 2989 |
|
|
2025
Q2 | $3.02M | Buy |
240,140
+14,257
| +6% | +$171K | ﹤0.01% | 1549 |
|
|
2025
Q1 | $2.78M | Buy |
225,883
+43,324
| +24% | +$551K | ﹤0.01% | 1528 |
|
|
2024
Q4 | $2.44M | Buy |
182,559
+74,217
| +69% | +$1.02M | ﹤0.01% | 1638 |
|
|
2024
Q3 | $1.6M | Buy |
108,342
+34,515
| +47% | +$492K | ﹤0.01% | 1920 |
|
|
2024
Q2 | $1.01M | Buy |
73,827
+29,015
| +65% | +$389K | ﹤0.01% | 2153 |
|
|
2024
Q1 | $607K | Buy |
44,812
+23,957
| +115% | +$311K | ﹤0.01% | 2496 |
|
|
2023
Q4 | $262K | Buy |
20,855
+4,625
| +28% | +$55K | ﹤0.01% | 2916 |
|
|
2023
Q3 | $194K | Sell |
16,230
-131
| -0.8% | -$1.57K | ﹤0.01% | 2997 |
|
|
2023
Q2 | $190K | Sell |
16,361
-3,733
| -19% | -$41.7K | ﹤0.01% | 3063 |
|
|
2023
Q1 | $221K | Buy |
20,094
+6,380
| +47% | +$72K | ﹤0.01% | 2993 |
|
|
2022
Q4 | $151K | Sell |
13,714
-3,600
| -21% | -$40.3K | ﹤0.01% | 3050 |
|
|
2022
Q3 | $198K | Hold |
17,314
| – | – | ﹤0.01% | 2961 |
|
|
2022
Q2 | $202K | Buy |
17,314
+4,478
| +35% | +$58.4K | ﹤0.01% | 2995 |
|
|
2022
Q1 | $185K | Buy |
+12,836
| New | +$196K | ﹤0.01% | 3149 |
|
|
2019
Q4 | – | Sell |
-11,884
| Closed | -$183K | – | 3050 |
|
|
2019
Q3 | $183K | Sell |
11,884
-8,392
| -41% | -$131K | ﹤0.01% | 2672 |
|
|
2019
Q2 | $318K | Sell |
20,276
-10,986
| -35% | -$173K | ﹤0.01% | 2466 |
|
|
2019
Q1 | $482K | Sell |
31,262
-2,819
| -8% | -$43.1K | ﹤0.01% | 2089 |
|
|
2018
Q4 | $487K | Sell |
34,081
-45,782
| -57% | -$706K | ﹤0.01% | 1949 |
|
|
2018
Q3 | $1.3M | Sell |
79,863
-14,499
| -15% | -$242K | ﹤0.01% | 1518 |
|
|
2018
Q2 | $1.56M | Buy |
94,362
+39,603
| +72% | +$639K | ﹤0.01% | 1352 |
|
|
2018
Q1 | $868K | Sell |
54,759
-3,450
| -6% | -$54.7K | ﹤0.01% | 1671 |
|
|
2017
Q4 | $931K | Buy |
58,209
+4,221
| +8% | +$69.7K | ﹤0.01% | 1566 |
|
|
2017
Q3 | $974K | Sell |
53,988
-2,526
| -4% | -$44.3K | ﹤0.01% | 1494 |
|
|
2017
Q2 | $990K | Sell |
56,514
-512
| -0.9% | -$8.95K | ﹤0.01% | 1478 |
|
|
2017
Q1 | $973K | Sell |
57,026
-1,271
| -2% | -$21.2K | ﹤0.01% | 1462 |
|
|
2016
Q4 | $927K | Sell |
58,297
-1,124
| -2% | -$17.6K | ﹤0.01% | 1433 |
|
|
2016
Q3 | $947K | Sell |
59,421
-10,067
| -14% | -$158K | ﹤0.01% | 1368 |
|
|
2016
Q2 | $1.05M | Buy |
69,488
+18,978
| +38% | +$281K | ﹤0.01% | 1309 |
|
|
2016
Q1 | $728K | Buy |
50,510
+23,661
| +88% | +$315K | ﹤0.01% | 1390 |
|
|
2015
Q4 | $372K | Sell |
26,849
-19,428
| -42% | -$280K | ﹤0.01% | 1810 |
|
|
2015
Q3 | $673K | Sell |
46,277
-14,635
| -24% | -$221K | ﹤0.01% | 1394 |
|
|
2015
Q2 | $960K | Buy |
60,912
+18
| +0% | +$293 | 0.01% | 1369 |
|
|
2015
Q1 | $1M | Sell |
60,894
-74,014
| -55% | -$1.22M | 0.01% | 1283 |
|
|
2014
Q4 | $2.18M | Sell |
134,908
-617
| -0.5% | -$10.5K | 0.01% | 874 |
|
|
2014
Q3 | $2.34M | Buy |
135,525
+8,097
| +6% | +$146K | 0.02% | 720 |
|
|
2014
Q2 | $2.38M | Buy |
127,428
+6,932
| +6% | +$125K | 0.02% | 710 |
|
|
2014
Q1 | $2.15M | Buy |
+120,496
| New | +$2.18M | 0.02% | 724 |
|
Other funds holding KIO
PCM
GC
SFS
LSC
