Caldwell Sutter Capital’s Highland Opportunities and Income Fund HFRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.48K Hold
285
﹤0.01% 748
2025
Q1
$1.48K Hold
285
﹤0.01% 763
2024
Q4
$1.48K Hold
285
﹤0.01% 781
2024
Q3
$1.75K Hold
285
﹤0.01% 771
2024
Q2
$1.78K Hold
285
﹤0.01% 763
2024
Q1
$2K Hold
285
﹤0.01% 758
2023
Q4
$2.19K Hold
285
﹤0.01% 747
2023
Q3
$2.29K Hold
285
﹤0.01% 710
2023
Q2
$2.57K Buy
+285
New +$2.57K ﹤0.01% 703