Howard Financial Services, Ltd. Closed Holding Positions

Howard Financial Services, Ltd.

  • $686 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
American Airls Group Inc
Q4 2020 Filed on Feb 02, 2021
17,000
N/A
Workday Inc
Q4 2020 Filed on Feb 02, 2021
11,000
N/A
Colony Starwood Homes
Q4 2020 Filed on Feb 02, 2021
34,000
N/A
Exact Sciences Corp
Q4 2020 Filed on Feb 02, 2021
15,000
N/A
Conmed Corp
Q4 2020 Filed on Feb 02, 2021
31,000
N/A
Air Transport Services Grp I
Q4 2020 Filed on Feb 02, 2021
15,000
N/A
Ii Vi Inc
Q4 2020 Filed on Feb 02, 2021
14,000
N/A
PSMB
Invesco Act Mng ETF Tr Bal Mul

ETFs
Q4 2020 Filed on Feb 02, 2021
13,063
N/A
Okta Inc
Q4 2020 Filed on Feb 02, 2021
21,000
N/A
Docusign Inc
Q3 2020 Filed on Nov 12, 2020
12,000
N/A
Wix Com LTD
Q3 2020 Filed on Nov 12, 2020
13,000
N/A
Splunk Inc
Q3 2020 Filed on Nov 12, 2020
24,000
N/A
Biomarin Pharmaceutical Inc
Q3 2020 Filed on Nov 12, 2020
31,000
N/A
SPH
Suburban Propane Partners LP

Utilities
Q3 2020 Filed on Nov 12, 2020
50,108
$12.58 - $16.28 $630K - $816K
UGI
Ugi Corp

Utilities
Q3 2020 Filed on Nov 12, 2020
7,500
$29.87 - $35.56 $224K - $267K
Falcon Minerals Corp
Q2 2020 Filed on Jul 29, 2020
17,000
N/A
United States Oil Fund LP
Q2 2020 Filed on Jul 29, 2020
10,001
N/A
TSLA
Tesla, Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 29, 2020
500
$90.89 - $215.96 $45.4K - $108K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
Q2 2020 Filed on Jul 29, 2020
10,487
$6.53 - $8.79 $68.5K - $92.2K
NRZ
New Residential Investment Corp.

Real Estate
Q2 2020 Filed on Jul 29, 2020
21,526
$3.33 - $8.9 $71.7K - $192K
Pdc Energy Inc
Q2 2020 Filed on Jul 29, 2020
29,000
N/A
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q2 2020 Filed on Jul 29, 2020
24,574
$18.9 - $23.48 $464K - $577K
Twitter Inc
Q2 2020 Filed on Jul 29, 2020
16,000
N/A
Ares Capital Corp
Q2 2020 Filed on Jul 29, 2020
43,000
N/A
DGRO
Ishares Core Dividend Growth E

ETFs
Q2 2020 Filed on Jul 29, 2020
13,600
$31.16 - $40.84 $424K - $555K
Bancorpsouth Bk Tupelo Miss
Q2 2020 Filed on Jul 29, 2020
16,905
N/A
Chesapeake Energy Corp
Q2 2020 Filed on Jul 29, 2020
17,500
N/A
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
Q1 2020 Filed on May 05, 2020
12,507
$2.25 - $18.68 $28.1K - $234K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q1 2020 Filed on May 05, 2020
15,048
$39.24 - $49.85 $590K - $750K
Vereit Inc
Q1 2020 Filed on May 05, 2020
10,461
N/A
Tesla Inc
Q1 2020 Filed on May 05, 2020
18,000
N/A
EGY
Vaalco Energy Inc

Energy
Q1 2020 Filed on May 05, 2020
106,000
$0.71 - $2.54 $75.3K - $269K
BP
Bp PLC

Energy
Q1 2020 Filed on May 05, 2020
19,947
$16.11 - $39.85 $321K - $795K
SO
Southern CO

Utilities
Q1 2020 Filed on May 05, 2020
4,682
$43.23 - $70.85 $202K - $332K
EMR
Emerson Electric CO

Industrials
Q1 2020 Filed on May 05, 2020
6,230
$38.08 - $77.87 $237K - $485K
JHMD
John Hancock ETF Tr Multifacto

ETFs
Q1 2020 Filed on May 05, 2020
9,612
$19.86 - $30.05 $191K - $289K
HDV
Ishares Core High Dividend ETF

ETFs
Q1 2020 Filed on May 05, 2020
3,076
$61.93 - $98.29 $190K - $302K
SPG
Simon Property Group Inc

Real Estate
Q1 2020 Filed on May 05, 2020
2,091
$44.92 - $149.11 $93.9K - $312K
PARA
Paramount Global

Communication Services
Q1 2020 Filed on May 05, 2020
6,151
$11.28 - $42.13 $69.4K - $259K
DUSA
Davis Fundamental ETF Tr

ETFs
Q1 2020 Filed on May 05, 2020
20,000
$17.28 - $27.3 $346K - $546K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q1 2020 Filed on May 05, 2020
4,100
$55.33 - $91.41 $227K - $375K
Wright Med Group Inc
Q1 2020 Filed on May 05, 2020
28,000
N/A
WFC
Wells Fargo & Company

Financial Services
Q1 2020 Filed on May 05, 2020
3,935
$25.25 - $53.75 $99.4K - $212K
Priceline Grp Inc
Q1 2020 Filed on May 05, 2020
11,000
N/A
Encana Corp
Q1 2020 Filed on May 05, 2020
10,000
N/A
PCAR
Paccar Inc

Industrials
Q1 2020 Filed on May 05, 2020
2,664
$49.91 - $79.51 $133K - $212K
GSK
Gsk PLC

Healthcare
Q1 2020 Filed on May 05, 2020
5,000
$32.47 - $48.83 $162K - $244K
Cbs Corp New
Q4 2019 Filed on Jan 27, 2020
6,151
N/A
Credit Suisse Nassau Brh
Q4 2019 Filed on Jan 27, 2020
60,000
N/A
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