Barlow Wealth Partners’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 | $37.7M | Buy |
205,578
+1,764
| +0.9% | +$324K | 4.51% | 3 |
|
|
2025
Q1 | $32.5M | Buy |
203,814
+2,164
| +1% | +$345K | 4.26% | 5 |
|
|
2024
Q4 | $35.4M | Buy |
201,650
+21,305
| +12% | +$3.73M | 4.47% | 3 |
|
|
2024
Q3 | $29M | Buy |
180,345
+3,164
| +2% | +$509K | 3.79% | 3 |
|
|
2024
Q2 | $25.3M | Buy |
177,181
+3,575
| +2% | +$510K | 3.5% | 5 |
|
|
2024
Q1 | $21.7M | Buy |
173,606
+4,839
| +3% | +$605K | 2.95% | 6 |
|
|
2023
Q4 | $20.2M | Buy |
+168,767
| New | +$20.2M | 2.88% | 7 |
|