AE Wealth Management’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $378K | Buy |
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|
2025
Q2 | $302K | Sell |
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|
2025
Q1 | $298K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $496K | Buy |
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|
2023
Q3 | $298K | Sell |
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|
2023
Q2 | $280K | Buy |
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $266K | Sell |
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|
2022
Q3 | $693K | Sell |
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|
2022
Q2 | $1.09M | Sell |
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|
2022
Q1 | $1.29M | Sell |
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|
2021
Q4 | $1.69M | Buy |
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|
2021
Q3 | $1.5M | Buy |
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|
2021
Q2 | $1.02M | Sell |
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|
2021
Q1 | $849K | Sell |
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|
2020
Q4 | $955K | Sell |
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|
2020
Q3 | $851K | Sell |
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|
2020
Q2 | $1.36M | Buy |
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