Carolinas Wealth Consulting’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 | – | Sell |
-37
| Closed | -$5.98K | – | 404 |
|
|
2025
Q1 | $5.98K | Hold |
37
| – | – | ﹤0.01% | 582 |
|
|
2024
Q4 | $6.43K | Sell |
37
-4
| -10% | -$695 | ﹤0.01% | 600 |
|
|
2024
Q3 | $6.48K | Hold |
41
| – | – | ﹤0.01% | 623 |
|
|
2024
Q2 | $5.53K | Sell |
41
-8
| -16% | -$1.08K | ﹤0.01% | 638 |
|
|
2024
Q1 | $6.28K | Sell |
49
-14
| -22% | -$1.8K | ﹤0.01% | 618 |
|
|
2023
Q4 | $7.57K | Sell |
63
-3
| -5% | -$361 | ﹤0.01% | 575 |
|
|
2023
Q3 | $6.65K | Sell |
66
-174
| -73% | -$17.5K | ﹤0.01% | 573 |
|
|
2023
Q2 | $23.6K | Sell |
240
-11
| -4% | -$1.08K | ﹤0.01% | 452 |
|
|
2023
Q1 | $22K | Buy |
251
+10
| +4% | +$875 | ﹤0.01% | 480 |
|
|
2022
Q4 | $21K | Sell |
241
-2
| -0.8% | -$174 | ﹤0.01% | 487 |
|
|
2022
Q3 | $18K | Hold |
243
| – | – | ﹤0.01% | 458 |
|
|
2022
Q2 | $19K | Hold |
243
| – | – | ﹤0.01% | 457 |
|
|
2022
Q1 | $21K | Hold |
243
| – | – | ﹤0.01% | 475 |
|
|
2021
Q4 | $25K | Sell |
243
-51
| -17% | -$5.25K | 0.01% | 450 |
|
|
2021
Q3 | $27K | Hold |
294
| – | – | 0.01% | 423 |
|
|
2021
Q2 | $24K | Hold |
294
| – | – | 0.01% | 469 |
|
|
2021
Q1 | $20K | Sell |
294
-1
| -0.3% | -$68 | ﹤0.01% | 515 |
|
|
2020
Q4 | $20K | Sell |
295
-15
| -5% | -$1.02K | 0.01% | 476 |
|
|
2020
Q3 | $18K | Buy |
+310
| New | +$18K | 0.01% | 403 |
|