Howard Financial Services, Ltd. Closed Holding Positions

Howard Financial Services, Ltd.

$686 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
XLF Financial Sector Spdr ETFs	Q4 2019 Filed on Jan 27, 2020	8,125	$26.78 - $30.94 $218K - $251K
EEM Ishares Msci Emerging Markets ETFs	Q4 2019 Filed on Jan 27, 2020	6,689	$40.27 - $45.07 $269K - $301K
Envestnet Inc	Q4 2019 Filed on Jan 27, 2020	22,000	N/A
New Relic Inc	Q3 2019 Filed on Oct 29, 2019	20,000	N/A
ATO Atmos Energy Corp Utilities	Q3 2019 Filed on Oct 29, 2019	5,200	$105.27 - $114.65 $547K - $596K
ATO Atmos Energy Corp Utilities	Q3 2019 Filed on Oct 29, 2019	6,391	$105.27 - $114.65 $673K - $733K
Illumina Inc	Q2 2019 Filed on Aug 05, 2019	25,000	N/A
PBT Permian Basin Royalty Trust Energy	Q2 2019 Filed on Aug 05, 2019	148,473	$5.57 - $7.65 $827K - $1.14M
EEMV Ishares Msci Emerging Markets ETFs	Q2 2019 Filed on Aug 05, 2019	6,037	$55.98 - $60.02 $338K - $362K
Dowdupont Inc	Q2 2019 Filed on Aug 05, 2019	4,834	N/A
Lilis Energy Inc	Q2 2019 Filed on Aug 05, 2019	25,000	N/A
Royal Gold Inc	Q2 2019 Filed on Aug 05, 2019	26,000	N/A
VOE Vanguard Mid Cap Value Index F ETFs	Q1 2019 Filed on May 14, 2019	7,527	N/A
Ares Cap Corp	Q1 2019 Filed on May 14, 2019	34,000	N/A
CWB Spdr Bloomberg Convertible Sec ETFs	Q1 2019 Filed on May 14, 2019	17,935	N/A
Citrix Sys Inc	Q1 2019 Filed on May 14, 2019	13,000	N/A
RETA Reata Pharmaceuticals Inc Healthcare	Q1 2019 Filed on May 14, 2019	25,325	$51.9 - $101.79 $1.31M - $2.58M
Spirit Of Tex Bancshares Inc	Q1 2019 Filed on May 14, 2019	17,788	N/A
FDX Fedex Corp Industrials	Q1 2019 Filed on May 14, 2019	2,853	$157.19 - $185.62 $448K - $530K
IWO Ishares Russell 2000 Gwt ETF ETFs	Q1 2019 Filed on May 14, 2019	1,299	$164.26 - $202.05 $213K - $262K

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