AE Wealth Management’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 | $302K | Sell |
1,679
-166
| -9% | -$29.9K | ﹤0.01% | 1115 |
|
|
2025
Q1 | $298K | Buy |
+1,845
| New | +$298K | ﹤0.01% | 1086 |
|
|
2024
Q1 | – | Sell |
-4,100
| Closed | -$496K | – | 1512 |
|
|
2023
Q4 | $496K | Buy |
4,100
+1,317
| +47% | +$159K | ﹤0.01% | 1440 |
|
|
2023
Q3 | $298K | Sell |
2,783
-64
| -2% | -$6.86K | ﹤0.01% | 1613 |
|
|
2023
Q2 | $280K | Buy |
2,847
+138
| +5% | +$13.6K | ﹤0.01% | 1634 |
|
|
2023
Q1 | $237K | Sell |
2,709
-343
| -11% | -$30K | ﹤0.01% | 1656 |
|
|
2022
Q4 | $266K | Sell |
3,052
-6,137
| -67% | -$535K | ﹤0.01% | 1550 |
|
|
2022
Q3 | $693K | Sell |
9,189
-4,570
| -33% | -$345K | 0.01% | 1083 |
|
|
2022
Q2 | $1.09M | Sell |
13,759
-915
| -6% | -$72.2K | 0.01% | 858 |
|
|
2022
Q1 | $1.29M | Sell |
14,674
-1,681
| -10% | -$148K | 0.01% | 837 |
|
|
2021
Q4 | $1.69M | Buy |
16,355
+70
| +0.4% | +$7.25K | 0.01% | 752 |
|
|
2021
Q3 | $1.5M | Buy |
16,285
+3,841
| +31% | +$354K | 0.01% | 742 |
|
|
2021
Q2 | $1.02M | Sell |
12,444
-328
| -3% | -$26.8K | 0.01% | 836 |
|
|
2021
Q1 | $849K | Sell |
12,772
-1,438
| -10% | -$95.6K | 0.01% | 823 |
|
|
2020
Q4 | $955K | Sell |
14,210
-197
| -1% | -$13.2K | 0.01% | 718 |
|
|
2020
Q3 | $851K | Sell |
14,407
-10,113
| -41% | -$597K | 0.01% | 681 |
|
|
2020
Q2 | $1.36M | Buy |
+24,520
| New | +$1.36M | 0.02% | 517 |
|