LPL Financial’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
Q2 | $607K | Sell |
84,268
-4,528
| -5% | -$32.6K | ﹤0.01% | 4160 |
|
|
2025
Q1 | $836K | Sell |
88,796
-88,075
| -50% | -$830K | ﹤0.01% | 3673 |
|
|
2024
Q4 | $1.59M | Buy |
176,871
+15,670
| +10% | +$141K | ﹤0.01% | 3067 |
|
|
2024
Q3 | $1.72M | Buy |
161,201
+7,504
| +5% | +$79.9K | ﹤0.01% | 2851 |
|
|
2024
Q2 | $1.85M | Buy |
153,697
+14,031
| +10% | +$169K | ﹤0.01% | 2648 |
|
|
2024
Q1 | $1.59M | Buy |
139,666
+56,465
| +68% | +$642K | ﹤0.01% | 2733 |
|
|
2023
Q4 | $1.1M | Buy |
83,201
+30,308
| +57% | +$399K | ﹤0.01% | 2940 |
|
|
2023
Q3 | $628K | Buy |
52,893
+2,485
| +5% | +$29.5K | ﹤0.01% | 3265 |
|
|
2023
Q2 | $609K | Buy |
50,408
+14,281
| +40% | +$173K | ﹤0.01% | 3236 |
|
|
2023
Q1 | $408K | Buy |
36,127
+13,226
| +58% | +$149K | ﹤0.01% | 3484 |
|
|
2022
Q4 | $266K | Sell |
22,901
-1,786
| -7% | -$20.7K | ﹤0.01% | 3724 |
|
|
2022
Q3 | $247K | Buy |
24,687
+2,671
| +12% | +$26.7K | ﹤0.01% | 3727 |
|
|
2022
Q2 | $254K | Buy |
22,016
+3,811
| +21% | +$44K | ﹤0.01% | 3736 |
|
|
2022
Q1 | $253K | Sell |
18,205
-689
| -4% | -$9.58K | ﹤0.01% | 3682 |
|
|
2021
Q4 | $301K | Buy |
18,894
+2,000
| +12% | +$31.9K | ﹤0.01% | 3666 |
|
|
2021
Q3 | $275K | Buy |
16,894
+893
| +6% | +$14.5K | ﹤0.01% | 3697 |
|
|
2021
Q2 | $276K | Sell |
16,001
-2,476
| -13% | -$42.7K | ﹤0.01% | 3639 |
|
|
2021
Q1 | $266K | Buy |
18,477
+6,140
| +50% | +$88.4K | ﹤0.01% | 3549 |
|
|
2020
Q4 | $163K | Buy |
+12,337
| New | +$163K | ﹤0.01% | 3560 |
|