Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $163K | Buy |
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|
2025
Q4 | $170K | Sell |
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|
2025
Q3 | $192K | Buy |
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|
2025
Q2 | $156K | Buy |
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|
2025
Q1 | $149K | Sell |
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|
2024
Q4 | $158K | Sell |
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|
2024
Q3 | $400K | Buy |
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|
2024
Q2 | $400K | Buy |
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|
2024
Q1 | $351K | Buy |
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|
2023
Q4 | $358K | Buy |
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|
2023
Q3 | $318K | Sell |
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|
2023
Q2 | $389K | Buy |
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|
2023
Q1 | $367K | Sell |
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|
2022
Q4 | $458K | Buy |
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|
2022
Q3 | $361K | Hold |
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|
2022
Q2 | $418K | Buy |
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|
2022
Q1 | $423K | Buy |
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|
2021
Q4 | $381K | Hold |
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|
2021
Q3 | $374K | Hold |
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|
2021
Q2 | $379K | Buy |
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|
2021
Q1 | $380K | Hold |
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|
2020
Q4 | $352K | Buy |
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|
2020
Q3 | $285K | Hold |
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|
2020
Q2 | $267K | Hold |
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|
2020
Q1 | $283K | Buy |
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