Houlihan Financial Resource Group, Ltd. Closed Holding Positions

Houlihan Financial Resource Group, Ltd.

  • $235 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EPD
Enterprise Products Partners L.P.

Energy
Q3 2022 Filed on Dec 13, 2022
4,612
$22.91 - $27.31 $106K - $126K
EGBN
Eagle Bancorp Inc

Financial Services
Q3 2022 Filed on Dec 13, 2022
663
$44.37 - $51.7 $29.4K - $34.3K
Draftkings Inc
Q3 2022 Filed on Dec 13, 2022
1,945
N/A
DOMO
Domo, Inc.

Technology
Q3 2022 Filed on Dec 13, 2022
530
$16.64 - $33.97 $8.82K - $18K
DLR
Digital Realty Trust, Inc.

Real Estate
Q3 2022 Filed on Dec 13, 2022
250
$23.5 - $136.93 $5.88K - $34.2K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
Q3 2022 Filed on Dec 13, 2022
1,600
$9.66 - $13.0 $15.5K - $20.8K
BMY
Bristol Myers Squibb CO

Healthcare
Q3 2022 Filed on Dec 13, 2022
847
$0.13 - $76.84 $110 - $65.1K
MO
Altria Group, Inc.

Consumer Defensive
Q3 2022 Filed on Dec 13, 2022
331
$40.38 - $46.22 $13.4K - $15.3K
AGNC
Agnc Investment Corp.

Real Estate
Q3 2022 Filed on Dec 13, 2022
1,500
$8.42 - $22.93 $12.6K - $34.4K
Advisorshares Tr
Q3 2022 Filed on Dec 13, 2022
6,000
N/A
ABT
Abbott Laboratories

Healthcare
Q3 2022 Filed on Dec 13, 2022
284
$96.76 - $112.03 $27.5K - $31.8K
USB
Us Bancorp \De\

Financial Services
Q3 2022 Filed on Dec 13, 2022
4,669
$18.43 - $48.21 $86K - $225K
MCD
Mcdonalds Corp

Consumer Cyclical
Q3 2022 Filed on Dec 13, 2022
1,138
$230.74 - $266.82 $263K - $304K
Ishares Tr
Q3 2022 Filed on Dec 13, 2022
131,549
N/A
Ishares Tr
Q3 2022 Filed on Dec 13, 2022
120,506
N/A
AEE
Ameren Corp

Utilities
Q3 2022 Filed on Dec 13, 2022
481
$80.55 - $96.99 $38.7K - $46.7K
AME
Ametek Inc

Industrials
Q3 2022 Filed on Dec 13, 2022
300
$109.1 - $130.31 $32.7K - $39.1K
BP
Bp PLC

Energy
Q3 2022 Filed on Dec 13, 2022
443
$4.82 - $32.47 $2.14K - $14.4K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
Q3 2022 Filed on Dec 13, 2022
206
$16.49 - $23.44 $3.4K - $4.83K
BIIB
Biogen Inc.

Healthcare
Q3 2022 Filed on Dec 13, 2022
300
$194.69 - $268.46 $58.4K - $80.5K
BIGC
Big Commerce Holdings, Inc.

Technology
Q3 2022 Filed on Dec 13, 2022
830
$14.25 - $20.97 $11.8K - $17.4K
BCYC
Bicycle Therapeutics PLC

Healthcare
Q3 2022 Filed on Dec 13, 2022
223
$17.49 - $28.44 $3.9K - $6.34K
TEAM
Atlassian Corp PLC

Technology
Q3 2022 Filed on Dec 13, 2022
200
$184.98 - $289.36 $37K - $57.9K
AZN
Astrazeneca PLC

Healthcare
Q3 2022 Filed on Dec 13, 2022
600
$53.02 - $135.75 $31.8K - $81.5K
ELV
Elevance Health, Inc.

Healthcare
Q3 2022 Filed on Dec 13, 2022
212
$445.98 - $507.0 $94.5K - $107K
Federal Rlty Invt Tr
Q3 2022 Filed on Dec 13, 2022
650
N/A
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q3 2022 Filed on Dec 13, 2022
600
$55.75 - $67.2 $33.5K - $40.3K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q3 2022 Filed on Dec 13, 2022
343
$81.04 - $83.06 $27.8K - $28.5K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q3 2022 Filed on Dec 13, 2022
385
$100.95 - $120.04 $38.9K - $46.2K
IGE
Ishares Tr North Amern Nat Res

ETFs
Q3 2022 Filed on Dec 13, 2022
701
$33.17 - $40.89 $23.3K - $28.7K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q3 2022 Filed on Dec 13, 2022
1,041
$95.54 - $104.23 $99.5K - $109K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q3 2022 Filed on Dec 13, 2022
400
$27.67 - $32.89 $11.1K - $13.2K
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q3 2022 Filed on Dec 13, 2022
1,170
$36.54 - $48.66 $42.8K - $56.9K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q3 2022 Filed on Dec 13, 2022
240
$45.37 - $64.82 $10.9K - $15.6K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q3 2022 Filed on Dec 13, 2022
400
$11.72 - $13.41 $4.69K - $5.36K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q3 2022 Filed on Dec 13, 2022
600
$55.54 - $66.76 $33.3K - $40.1K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q3 2022 Filed on Dec 13, 2022
670
$135.99 - $161.15 $91.1K - $108K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q3 2022 Filed on Dec 13, 2022
336
$62.35 - $75.79 $20.9K - $25.5K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q3 2022 Filed on Dec 13, 2022
400
$79.41 - $95.97 $31.8K - $38.4K
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q3 2022 Filed on Dec 13, 2022
1,775
$68.64 - $76.55 $122K - $136K
CNYA
Ishares Tr Msci China A ETF (D

ETFs
Q3 2022 Filed on Dec 13, 2022
225
$30.63 - $37.94 $6.89K - $8.54K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q3 2022 Filed on Dec 13, 2022
800
$75.91 - $92.66 $60.7K - $74.1K
ITA
Ishares Tr

ETFs
Q3 2022 Filed on Dec 13, 2022
220
$91.19 - $108.67 $20.1K - $23.9K
KXI
Ishares Tr Global Consumer Sta

ETFs
Q3 2022 Filed on Dec 13, 2022
500
$53.6 - $61.47 $26.8K - $30.7K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q3 2022 Filed on Dec 13, 2022
276
$49.08 - $51.27 $13.5K - $14.2K
ICLN
Ishares

ETFs
Q3 2022 Filed on Dec 13, 2022
570
$18.81 - $23.61 $10.7K - $13.5K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q3 2022 Filed on Dec 13, 2022
300
$90.35 - $112.62 $27.1K - $33.8K
IMUX
Immunic, Inc.

Healthcare
Q3 2022 Filed on Dec 13, 2022
229
$3.0 - $5.49 $687 - $1.26K
GIS
General Mills Inc

Consumer Defensive
Q3 2022 Filed on Dec 13, 2022
220
$73.1 - $80.78 $16.1K - $17.8K
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