Allworth 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 | $160K | Buy |
887
+251
| +39% | +$45.2K | ﹤0.01% | 1272 |
|
|
2025
Q1 | $102K | Buy |
636
+40
| +7% | +$6.4K | ﹤0.01% | 1220 |
|
|
2024
Q4 | $111K | Sell |
596
-108
| -15% | -$20.1K | ﹤0.01% | 1212 |
|
|
2024
Q3 | $111K | Buy |
704
+7
| +1% | +$1.11K | ﹤0.01% | 1038 |
|
|
2024
Q2 | $100K | Buy |
697
+139
| +25% | +$20K | ﹤0.01% | 1075 |
|
|
2024
Q1 | $71.5K | Buy |
558
+463
| +487% | +$59.4K | ﹤0.01% | 1140 |
|
|
2023
Q4 | $11.4K | Sell |
95
-21
| -18% | -$2.52K | ﹤0.01% | 1932 |
|
|
2023
Q3 | $12.4K | Buy |
116
+26
| +29% | +$2.79K | ﹤0.01% | 1764 |
|
|
2023
Q2 | $8.85K | Sell |
90
-58
| -39% | -$5.7K | ﹤0.01% | 1897 |
|
|
2023
Q1 | $12.9K | Buy |
148
+96
| +185% | +$8.4K | ﹤0.01% | 1704 |
|
|
2022
Q4 | $4.53K | Buy |
52
+48
| +1,200% | +$4.18K | ﹤0.01% | 1933 |
|
|
2022
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2841 |
|
|
2022
Q2 | – | Sell |
-116
| Closed | -$10K | – | 2565 |
|
|
2022
Q1 | $10K | Hold |
116
| – | – | ﹤0.01% | 1484 |
|
|
2021
Q4 | $12K | Hold |
116
| – | – | ﹤0.01% | 1319 |
|
|
2021
Q3 | $11K | Buy |
+116
| New | +$11K | ﹤0.01% | 1280 |
|
|
2020
Q3 | – | Sell |
-192
| Closed | -$11K | – | 1214 |
|
|
2020
Q2 | $11K | Hold |
192
| – | – | ﹤0.01% | 701 |
|
|
2020
Q1 | $10K | Buy |
+192
| New | +$10K | ﹤0.01% | 699 |
|