Houlihan Financial Resource Group, Ltd. Closed Holding Positions

Houlihan Financial Resource Group, Ltd.

  • $242 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q3 2022 Filed on Dec 13, 2022
1,454
$41.99 - $50.63 $61.1K - $73.6K
PXD
Pioneer Natural Resources CO

Energy
Q3 2022 Filed on Dec 13, 2022
278
$205.41 - $262.5 $57.1K - $73K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
Q3 2022 Filed on Dec 13, 2022
1,000
$11.5 - $14.42 $11.5K - $14.4K
PSX
Phillips 66

Energy
Q3 2022 Filed on Dec 13, 2022
777
$74.16 - $93.57 $57.6K - $72.7K
PM
Philip Morris International Inc.

Consumer Defensive
Q3 2022 Filed on Dec 13, 2022
1,329
$83.01 - $101.72 $110K - $135K
ORI
Old Republic International Corp

Financial Services
Q3 2022 Filed on Dec 13, 2022
500
$20.42 - $24.7 $10.2K - $12.4K
OKTA
Okta, Inc.

Technology
Q3 2022 Filed on Dec 13, 2022
405
$52.84 - $107.22 $21.4K - $43.4K
NSC
Norfolk Southern Corp

Industrials
Q3 2022 Filed on Dec 13, 2022
375
$209.65 - $261.84 $78.6K - $98.2K
NI
Nisource Inc.

Utilities
Q3 2022 Filed on Dec 13, 2022
950
$25.19 - $121.66 $23.9K - $116K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q3 2022 Filed on Dec 13, 2022
768
$25.2 - $166.28 $19.4K - $128K
PPL
Ppl Corp

Utilities
Q3 2022 Filed on Dec 13, 2022
450
$25.35 - $30.91 $11.4K - $13.9K
PUMP
Pro Petro Holding Corp.

Energy
Q3 2022 Filed on Dec 13, 2022
1,315
$7.35 - $10.52 $9.67K - $13.8K
SLB
Schlumberger Limited

Energy
Q3 2022 Filed on Dec 13, 2022
400
$31.33 - $40.38 $12.5K - $16.2K
SNY
Sanofi

Healthcare
Q3 2022 Filed on Dec 13, 2022
386
$37.22 - $100.5 $14.4K - $38.8K
RY
Royal Bank Of Canada

Financial Services
Q3 2022 Filed on Dec 13, 2022
400
$25.99 - $99.31 $10.4K - $39.7K
RLI
Rli Corp

Financial Services
Q3 2022 Filed on Dec 13, 2022
200
$101.84 - $119.74 $20.4K - $23.9K
O
Realty Income Corp

Real Estate
Q3 2022 Filed on Dec 13, 2022
2,440
$57.95 - $74.75 $141K - $182K
QCOM
Qualcomm Inc

Technology
Q3 2022 Filed on Dec 13, 2022
917
$112.98 - $155.86 $104K - $143K
QGEN
Qiagen N.V.

Healthcare
Q3 2022 Filed on Dec 13, 2022
340
$40.9 - $50.42 $13.9K - $17.1K
NIO
Nio Inc.

Consumer Cyclical
Q3 2022 Filed on Dec 13, 2022
200
$15.58 - $22.6 $3.12K - $4.52K
NWL
Newell Brands Inc.

Consumer Defensive
Q3 2022 Filed on Dec 13, 2022
775
$13.89 - $21.42 $10.8K - $16.6K
LMND
Lemonade, Inc.

Financial Services
Q3 2022 Filed on Dec 13, 2022
300
$18.73 - $31.0 $5.62K - $9.3K
LHX
L3 Harris Technologies, Inc.

Industrials
Q3 2022 Filed on Dec 13, 2022
242
$207.83 - $243.97 $50.3K - $59K
KHC
Kraft Heinz CO

Consumer Defensive
Q3 2022 Filed on Dec 13, 2022
371
$32.95 - $39.18 $12.2K - $14.5K
KGC
Kinross Gold Corp

Basic Materials
Q3 2022 Filed on Dec 13, 2022
4,500
$3.09 - $3.76 $13.9K - $16.9K
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2022 Filed on Dec 13, 2022
1,310
$112.54 - $137.39 $147K - $180K
K
Kellogg CO

Consumer Defensive
Q3 2022 Filed on Dec 13, 2022
369
$69.66 - $76.67 $25.7K - $28.3K
KALA
Kala Pharmaceuticals, Inc.

Healthcare
Q3 2022 Filed on Dec 13, 2022
520
$0.25 - $11.7 $130 - $6.08K
JEF
Jefferies Financial Group Inc.

Financial Services
Q3 2022 Filed on Dec 13, 2022
300
$27.47 - $35.16 $8.24K - $10.5K
LSXMK
Liberty Media Corp

Communication Services
Q3 2022 Filed on Dec 13, 2022
386
$35.84 - $44.99 $13.8K - $17.4K
LSI
Life Storage, Inc.

Real Estate
Q3 2022 Filed on Dec 13, 2022
1,050
$107.88 - $136.94 $113K - $144K
LOW
Lowes Companies Inc

Consumer Cyclical
Q3 2022 Filed on Dec 13, 2022
270
$177.36 - $216.47 $47.9K - $58.4K
Ncino Inc
Q3 2022 Filed on Dec 13, 2022
390
N/A
NNN
National Retail Properties, Inc.

Real Estate
Q3 2022 Filed on Dec 13, 2022
2,000
$39.09 - $48.12 $78.2K - $96.2K
MS
Morgan Stanley

Financial Services
Q3 2022 Filed on Dec 13, 2022
521
$21.84 - $90.15 $11.4K - $47K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q3 2022 Filed on Dec 13, 2022
610
$54.83 - $65.96 $33.4K - $40.2K
Mobileiron Inc
Q3 2022 Filed on Dec 13, 2022
1,350
N/A
MTG
Mgic Investment Corp

Financial Services
Q3 2022 Filed on Dec 13, 2022
2,000
$12.66 - $15.56 $25.3K - $31.1K
MKC
Mccormick & CO Inc

Consumer Defensive
Q3 2022 Filed on Dec 13, 2022
200
$71.27 - $92.58 $14.3K - $18.5K
MMP
Magellan Midstream Partners, L.P.

Energy
Q3 2022 Filed on Dec 13, 2022
1,650
$45.69 - $52.99 $75.4K - $87.4K
Ishares Tr
Q3 2022 Filed on Dec 13, 2022
1,900
N/A
ZNGA
Zynga Inc.

Communication Services
Q3 2022 Filed on Dec 13, 2022
1,000
N/A
VIG
Vanguard Dividend Appreciation

ETFs
Q3 2022 Filed on Dec 13, 2022
450
N/A
VGLT
Vanguard Long Term Treasury Et

ETFs
Q3 2022 Filed on Dec 13, 2022
1,350
$62.05 - $73.26 $83.8K - $98.9K
VGSH
Vanguard

ETFs
Q3 2022 Filed on Dec 13, 2022
400
$57.67 - $59.08 $23.1K - $23.6K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q3 2022 Filed on Dec 13, 2022
1,448
$45.51 - $56.34 $65.9K - $81.6K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q3 2022 Filed on Dec 13, 2022
200
$36.49 - $42.54 $7.3K - $8.51K
VB
Vanguard Small Cap ETF

ETFs
Q3 2022 Filed on Dec 13, 2022
686
$170.45 - $206.62 $117K - $142K
UBSI
United Bankshares Inc

Financial Services
Q3 2022 Filed on Dec 13, 2022
1,235
$34.17 - $40.68 $42.2K - $50.2K
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