Avantax Advisory Services’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 | $754K | Sell |
4,192
-94
| -2% | -$16.9K | ﹤0.01% | 1334 |
|
|
2025
Q1 | $692K | Sell |
4,286
-978
| -19% | -$158K | ﹤0.01% | 1313 |
|
|
2024
Q4 | $914K | Sell |
5,264
-746
| -12% | -$130K | 0.01% | 1082 |
|
|
2024
Q3 | $950K | Sell |
6,010
-986
| -14% | -$156K | 0.01% | 1056 |
|
|
2024
Q2 | $944K | Buy |
6,996
+5,153
| +280% | +$695K | 0.01% | 1009 |
|
|
2024
Q1 | $236K | Sell |
1,843
-131
| -7% | -$16.8K | ﹤0.01% | 1444 |
|
|
2023
Q4 | $237K | Hold |
1,974
| – | – | ﹤0.01% | 1369 |
|
|
2023
Q3 | $211K | Buy |
+1,974
| New | +$211K | ﹤0.01% | 1397 |
|