Creative Planning’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 | $240K | Buy |
46,182
+4
| +0% | +$21 | ﹤0.01% | 3072 |
|
|
2025
Q1 | $240K | Sell |
46,178
-4,576
| -9% | -$23.8K | ﹤0.01% | 2917 |
|
|
2024
Q4 | $263K | Sell |
50,754
-1,094
| -2% | -$5.68K | ﹤0.01% | 2766 |
|
|
2024
Q3 | $318K | Sell |
51,848
-25,062
| -33% | -$154K | ﹤0.01% | 2471 |
|
|
2024
Q2 | $481K | Buy |
76,910
+2,793
| +4% | +$17.5K | ﹤0.01% | 1967 |
|
|
2024
Q1 | $521K | Sell |
74,117
-31,597
| -30% | -$222K | ﹤0.01% | 1822 |
|
|
2023
Q4 | $813K | Buy |
+105,714
| New | +$813K | ﹤0.01% | 1354 |
|