HFRG
Houlihan Financial Resource Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Buy |
11,582
+259
| +2% | +$68.9K | 1.28% | 28 |
|
|
2025
Q1 | $3.04M | Sell |
11,323
-384
| -3% | -$103K | 1.36% | 28 |
|
|
2024
Q4 | $3.91M | Sell |
11,707
-226
| -2% | -$75.6K | 1.67% | 22 |
|
|
2024
Q3 | $3.27M | Buy |
11,933
+26
| +0.2% | +$7.12K | 1.35% | 27 |
|
|
2024
Q2 | $3.06M | Buy |
11,907
+63
| +0.5% | +$16.2K | 2.09% | 19 |
|
|
2024
Q1 | $3.57M | Sell |
11,844
-2
| -0% | -$602 | 1.6% | 23 |
|
|
2023
Q4 | $3.12M | Buy |
11,846
+296
| +3% | +$77.9K | 1.51% | 26 |
|
|
2023
Q3 | $2.33M | Sell |
11,550
-308,257
| -96% | -$62.2M | 1.25% | 28 |
|
|
2023
Q2 | $65.3M | Buy |
319,807
+308,237
| +2,664% | +$62.9M | 2.03% | 17 |
|
|
2023
Q1 | $2.31M | Buy |
11,570
+195
| +2% | +$38.9K | 1.26% | 26 |
|
|
2022
Q4 | $1.67M | Sell |
11,375
-613
| -5% | -$90.1K | 0.96% | 28 |
|
|
2022
Q3 | $1.66M | Buy |
+11,988
| New | +$1.66M | 1.01% | 29 |
|
|
2020
Q3 | $2.5M | Buy |
+9,850
| New | +$2.5M | 1.45% | 23 |
|
|
2020
Q1 | $839K | Buy |
5,826
+35
| +0.6% | +$5.04K | 0.73% | 38 |
|
|
2019
Q4 | $942K | Buy |
+5,791
| New | +$942K | 0.61% | 42 |
|