CAPTRUST Financial 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
Q1 | – | Sell |
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|
2024
Q4 | $142K | Hold |
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|
2024
Q3 | $168K | Hold |
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|
2024
Q2 | $171K | Hold |
|
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|
2024
Q1 | $192K | Sell |
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|
2023
Q4 | $221K | Sell |
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|
2023
Q3 | $278K | Sell |
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|
2023
Q2 | $421K | Sell |
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|
2023
Q1 | $427K | Buy |
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|
2022
Q4 | $490K | Sell |
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|
2022
Q3 | $463K | Buy |
|