Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.56K | Hold |
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|
2025
Q1 | $6.56K | Sell |
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|
2024
Q4 | $12.1K | Hold |
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|
2024
Q3 | $14.3K | Hold |
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|
2024
Q2 | $14.6K | Sell |
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|
2024
Q1 | $56.5K | Sell |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q3 | $201K | Sell |
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|
2023
Q2 | $306K | Sell |
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|
2023
Q1 | $677K | Sell |
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|
2022
Q4 | $852K | Sell |
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|
2022
Q3 | $908K | Buy |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $976K | Sell |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $954K | Buy |
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|
2021
Q1 | $576K | Hold |
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|
2020
Q4 | $534K | Buy |
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|
2020
Q3 | $368K | Sell |
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|
2020
Q2 | $427K | Sell |
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|
2020
Q1 | $687K | Sell |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $1.56M | Buy |
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|
2019
Q2 | $1.21M | Buy |
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|
2019
Q1 | $986K | Buy |
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|
2018
Q4 | $890K | Sell |
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|
2018
Q3 | $1.11M | Buy |
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|
2018
Q2 | $1.09M | Buy |
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|
2018
Q1 | $836K | Buy |
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|
2017
Q4 | $735K | Buy |
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