Houlihan Financial Resource Group, Ltd. Closed Holding Positions

Houlihan Financial Resource Group, Ltd.

  • $147 Million
  • Q2 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
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q3 2022 Filed on Dec 13, 2022
308
$42.35 - $51.01 $13K - $15.7K
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
Track This Portfolio

Track Houlihan Financial Resource Group, Ltd. Portfolio

Follow Houlihan Financial Resource Group, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Houlihan Financial Resource Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Houlihan Financial Resource Group, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email