Bogart Wealth LLC’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 | $13K | Sell |
72
-80
| -53% | -$14.4K | ﹤0.01% | 730 |
|
|
2025
Q1 | $24.5K | Buy |
152
+80
| +111% | +$12.9K | ﹤0.01% | 540 |
|
|
2024
Q4 | $12.5K | Buy |
72
+11
| +18% | +$1.91K | ﹤0.01% | 675 |
|
|
2024
Q3 | $9.64K | Hold |
61
| – | – | ﹤0.01% | 705 |
|
|
2024
Q2 | $8.23K | Hold |
61
| – | – | ﹤0.01% | 705 |
|
|
2024
Q1 | $7.82K | Hold |
61
| – | – | ﹤0.01% | 685 |
|
|
2023
Q4 | $7.32K | Hold |
61
| – | – | ﹤0.01% | 678 |
|
|
2023
Q3 | $6.53K | Hold |
61
| – | – | ﹤0.01% | 667 |
|
|
2023
Q2 | $6K | Hold |
61
| – | – | ﹤0.01% | 676 |
|
|
2023
Q1 | $5.34K | Buy |
61
+53
| +663% | +$4.64K | ﹤0.01% | 698 |
|
|
2022
Q4 | $697 | Hold |
8
| – | – | ﹤0.01% | 884 |
|
|
2022
Q3 | $1K | Sell |
8
-27
| -77% | -$3.38K | ﹤0.01% | 897 |
|
|
2022
Q2 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 721 |
|