B. Riley Wealth Advisors’s Highland Opportunities and Income Fund HFRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $155K | Hold |
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|
2025
Q2 | $127K | Buy |
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|
2024
Q4 | $146K | Sell |
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|
2024
Q3 | $177K | Sell |
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|
2024
Q2 | $192K | Sell |
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|
2024
Q1 | $267K | Hold |
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|
2023
Q4 | $255K | Hold |
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|
2023
Q3 | $267K | Sell |
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|
2023
Q2 | $318K | Sell |
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|
2023
Q1 | $319K | Sell |
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|
2022
Q4 | $386K | Sell |
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|
2022
Q3 | $367K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $165K | Sell |
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|
2018
Q3 | $322K | Sell |
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|
2018
Q2 | $627K | Sell |
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|
2018
Q1 | $1.15M | Sell |
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|
2017
Q4 | $2.59M | Buy |
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