CAPTRUST Financial Advisors’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
Q2 | $875K | Sell |
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|
2025
Q1 | $801K | Buy |
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|
2024
Q4 | $852K | Buy |
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|
2024
Q3 | $775K | Sell |
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|
2024
Q2 | $690K | Buy |
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|
2024
Q1 | $642K | Sell |
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $1.31M | Buy |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $275K | Buy |
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|
2022
Q4 | $253K | Buy |
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|
2022
Q3 | $213K | Buy |
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|
2022
Q2 | $211K | Buy |
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|
2022
Q1 | $214K | Sell |
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|
2021
Q4 | $258K | Sell |
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|
2021
Q3 | $272K | Buy |
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|
2021
Q2 | $232K | Buy |
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|
2021
Q1 | $168K | Buy |
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|
2020
Q4 | $157K | Sell |
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|
2020
Q3 | $140K | Sell |
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|
2020
Q2 | $188K | Buy |
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|
2020
Q1 | $128K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $106K | Hold |
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|
2019
Q2 | $105K | Buy |
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|
2019
Q1 | $65K | Buy |
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