Bogart Wealth LLC’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.8K | Hold |
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|
2025
Q2 | $13K | Sell |
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|
2025
Q1 | $24.5K | Buy |
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|
2024
Q4 | $12.5K | Buy |
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|
2024
Q3 | $9.64K | Hold |
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|
2024
Q2 | $8.23K | Hold |
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|
2024
Q1 | $7.82K | Hold |
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|
2023
Q4 | $7.32K | Hold |
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|
2023
Q3 | $6.53K | Hold |
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|
2023
Q2 | $6K | Hold |
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|
2023
Q1 | $5.34K | Buy |
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|
2022
Q4 | $697 | Hold |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $3K | Buy |
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