Kovack Advisors’s Horizon Technology Finance HRZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,699
| Closed | -$105K | – | 605 |
|
|
2024
Q4 | $105K | Sell |
11,699
-378
| -3% | -$3.4K | 0.01% | 597 |
|
|
2024
Q3 | $129K | Sell |
12,077
-1,384
| -10% | -$14.7K | 0.01% | 566 |
|
|
2024
Q2 | $162K | Sell |
13,461
-1,079
| -7% | -$13K | 0.02% | 538 |
|
|
2024
Q1 | $165K | Buy |
14,540
+466
| +3% | +$5.3K | 0.02% | 447 |
|
|
2023
Q4 | $185K | Buy |
14,074
+623
| +5% | +$8.21K | 0.02% | 527 |
|
|
2023
Q3 | $160K | Buy |
13,451
+2,448
| +22% | +$29.1K | 0.02% | 505 |
|
|
2023
Q2 | $133K | Buy |
+11,003
| New | +$133K | 0.02% | 544 |
|
|
2018
Q2 | – | Sell |
-21,643
| Closed | -$225K | – | 455 |
|
|
2018
Q1 | $225K | Sell |
21,643
-1,550
| -7% | -$16.1K | 0.06% | 388 |
|
|
2017
Q4 | $260K | Sell |
23,193
-5,532
| -19% | -$62K | 0.07% | 336 |
|
|
2017
Q3 | $319K | Buy |
28,725
+1,898
| +7% | +$21.1K | 0.11% | 233 |
|
|
2017
Q2 | $304K | Buy |
26,827
+1,380
| +5% | +$15.6K | 0.1% | 248 |
|
|
2017
Q1 | $283K | Buy |
25,447
+4,573
| +22% | +$50.9K | 0.11% | 206 |
|
|
2016
Q4 | $220K | Buy |
20,874
+8,784
| +73% | +$92.6K | 0.1% | 214 |
|
|
2016
Q3 | $164K | Buy |
12,090
+1,508
| +14% | +$20.5K | 0.08% | 233 |
|
|
2016
Q2 | $129K | Buy |
10,582
+432
| +4% | +$5.27K | 0.07% | 240 |
|
|
2016
Q1 | $118K | Buy |
+10,150
| New | +$118K | 0.07% | 217 |
|