Allworth Financial’s Horizon Technology Finance HRZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $73.5K | Buy |
+10,205
| New | +$73.5K | ﹤0.01% | 1702 |
|
2025
Q1 | – | Sell |
-306
| Closed | -$2.82K | – | 4105 |
|
2024
Q4 | $2.82K | Buy |
306
+14
| +5% | +$129 | ﹤0.01% | 3015 |
|
2024
Q3 | $3.11K | Buy |
292
+6
| +2% | +$64 | ﹤0.01% | 2765 |
|
2024
Q2 | $3.48K | Buy |
286
+10
| +4% | +$122 | ﹤0.01% | 2681 |
|
2024
Q1 | $3.14K | Buy |
276
+7
| +3% | +$80 | ﹤0.01% | 2613 |
|
2023
Q4 | $3.54K | Buy |
269
+7
| +3% | +$92 | ﹤0.01% | 2417 |
|
2023
Q3 | $3.11K | Buy |
262
+7
| +3% | +$83 | ﹤0.01% | 2338 |
|
2023
Q2 | $3.08K | Buy |
255
+7
| +3% | +$85 | ﹤0.01% | 2308 |
|
2023
Q1 | $2.8K | Buy |
248
+6
| +2% | +$68 | ﹤0.01% | 2270 |
|
2022
Q4 | $2.8K | Buy |
242
+6
| +3% | +$69 | ﹤0.01% | 2114 |
|
2022
Q3 | $2K | Buy |
236
+6
| +3% | +$51 | ﹤0.01% | 2154 |
|
2022
Q2 | $3K | Buy |
230
+5
| +2% | +$65 | ﹤0.01% | 1900 |
|
2022
Q1 | $3K | Buy |
225
+5
| +2% | +$67 | ﹤0.01% | 1715 |
|
2021
Q4 | $4K | Buy |
+220
| New | +$4K | ﹤0.01% | 1601 |
|