Advisornet Financial’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $162K | Buy |
900
+19
| +2% | +$3.42K | 0.01% | 623 |
|
2025
Q1 | $142K | Buy |
881
+21
| +2% | +$3.39K | 0.01% | 626 |
|
2024
Q4 | $149K | Sell |
860
-1
| -0.1% | -$174 | 0.01% | 572 |
|
2024
Q3 | $136K | Buy |
+861
| New | +$136K | 0.01% | 617 |
|
2024
Q1 | – | Sell |
-5
| Closed | -$600 | – | 2233 |
|
2023
Q4 | $600 | Buy |
+5
| New | +$600 | ﹤0.01% | 2047 |
|
2023
Q2 | – | Sell |
-10
| Closed | -$875 | – | 2411 |
|
2023
Q1 | $875 | Sell |
10
-2
| -17% | -$175 | ﹤0.01% | 1915 |
|
2022
Q4 | $1.05K | Buy |
+12
| New | +$1.05K | ﹤0.01% | 1820 |
|