Beacon Pointe Advisors’s Houlihan Lokey HLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,788
Closed -$229K 1294
2024
Q1
$229K Sell
1,788
-1,163
-39% -$149K ﹤0.01% 1197
2023
Q4
$354K Sell
2,951
-884
-23% -$106K ﹤0.01% 1005
2023
Q3
$411K Buy
+3,835
New +$411K 0.01% 941