Howard Financial Services, Ltd. Managed Portfolio Ser Tortoise Transaction History

Howard Financial Services, Ltd.

$726 Million
Q1 2025

A detailed history of Howard Financial Services, Ltd. transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Howard Financial Services, Ltd. holds 11,017 shares of TPYP stock, worth $400,027. This represents 0.06% of its overall portfolio holdings.

Number of Shares

11,017

Previous 10,888 1.18%

Holding current value

$400,027

Previous $371,000 7.82%

% of portfolio

0.06%

Previous 0.05%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	BUY	$34.32 - $37.26 $4,427 - $4,806	129 Added 1.18%	11,017 $400,000
Q4 2024 Jan 15, 2025	BUY	$31.7 - $36.82 $4,152 - $4,823	131 Added 1.22%	10,888 $371,000
Q3 2024 Oct 08, 2024	SELL	$28.68 - $32.0 $19,301 - $21,536	-673 Reduced 5.89%	10,757 $337,000
Q2 2024 Jul 12, 2024	SELL	$26.63 - $29.03 $7,909 - $8,621	-297 Reduced 2.53%	11,430 $329,000
Q1 2024 Apr 16, 2024	BUY	$25.32 - $27.96 $40,815 - $45,071	1,612 Added 15.94%	11,727 $327,000
Q4 2023 Jan 09, 2024	SELL	$23.59 - $26.45 $131,325 - $147,247	-5,567 Reduced 35.5%	10,115 $262,000
Q3 2023 Oct 10, 2023	SELL	$24.35 - $25.66 $3,896 - $4,105	-160 Reduced 1.01%	15,682 $383,000
Q2 2023 Jul 12, 2023	SELL	$23.58 - $24.97 $73,121 - $77,431	-3,101 Reduced 16.37%	15,842 $390,000
Q1 2023 Apr 05, 2023	BUY	$22.96 - $25.79 $1,997 - $2,243	87 Added 0.46%	18,943 $460,000
Q4 2022 Jan 13, 2023	SELL	$23.36 - $26.48 $51,415 - $58,282	-2,201 Reduced 10.45%	18,856 $0
Q3 2022 Oct 12, 2022	BUY	$22.85 - $27.34 $936 - $1,120	41 Added 0.2%	21,057 $486,000
Q2 2022 Jul 18, 2022	SELL	$23.4 - $28.48 $56,347 - $68,579	-2,408 Reduced 10.28%	21,016 $510,000
Q1 2022 Apr 20, 2022	SELL	$22.5 - $26.72 $71,977 - $85,477	-3,199 Reduced 12.02%	23,424 $621,000
Q4 2021 Jan 27, 2022	SELL	$21.34 - $23.93 $481,451 - $539,884	-22,561 Reduced 45.87%	26,623 $592,000
Q3 2021 Nov 01, 2021	SELL	$20.88 - $22.86 $611,951 - $669,980	-29,308 Reduced 37.34%	49,184 $1.07 Million
Q2 2021 Aug 06, 2021	SELL	$20.36 - $23.9 $701,707 - $823,713	-34,465 Reduced 30.51%	78,492 $1.77 Million
Q1 2021 May 03, 2021	SELL	$17.21 - $20.92 $805,531 - $979,181	-46,806 Reduced 29.3%	112,957 $2.29 Million
Q4 2020 Feb 02, 2021	SELL	$14.86 - $18.85 $1.62 Million - $2.05 Million	-108,819 Reduced 40.52%	159,763 $2.77 Million
Q3 2020 Nov 12, 2020	SELL	$14.89 - $17.92 $1.94 Million - $2.33 Million	-130,294 Reduced 32.67%	268,582 $4.02 Million
Q2 2020 Jul 29, 2020	SELL	$12.68 - $19.51 $1.87 Million - $2.88 Million	-147,834 Reduced 27.04%	398,876 $6.59 Million
Q1 2020 May 05, 2020	BUY	$11.57 - $23.89 $839,287 - $1.73 Million	72,540 Added 15.3%	546,710 $7.42 Million
Q4 2019 Jan 27, 2020	BUY	$21.89 - $23.75 $276,470 - $299,962	12,630 Added 2.74%	474,170 $11.1 Million
Q3 2019 Oct 29, 2019	BUY	$23.4 - $24.0 $189,610 - $194,472	8,103 Added 1.79%	461,540 $10.8 Million
Q2 2019 Aug 05, 2019	SELL	N/A	-4,466 Reduced 0.98%	453,437 $10.8 Million
Q1 2019 May 14, 2019	BUY	N/A	32,059 Added 7.53%	457,903 $10.9 Million
Q4 2018 Feb 15, 2019	BUY	N/A	425,844 New	425,844 $8.48 Million

Others Institutions Holding TPYP

# of Institutions

125

Shares Held

20.8M

Call Options Held

Put Options Held

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Howard Financial Services, Ltd. Managed Portfolio Ser Tortoise Transaction History