Carolinas Wealth Consulting’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 | – | Sell |
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|
2025
Q1 | $5.98K | Hold |
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|
2024
Q4 | $6.43K | Sell |
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2024
Q3 | $6.48K | Hold |
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|
2024
Q2 | $5.53K | Sell |
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|
2024
Q1 | $6.28K | Sell |
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|
2023
Q4 | $7.57K | Sell |
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|
2023
Q3 | $6.65K | Sell |
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|
2023
Q2 | $23.6K | Sell |
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|
2023
Q1 | $22K | Buy |
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|
2022
Q4 | $21K | Sell |
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|
2022
Q3 | $18K | Hold |
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|
2022
Q2 | $19K | Hold |
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|
2022
Q1 | $21K | Hold |
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|
2021
Q4 | $25K | Sell |
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|
2021
Q3 | $27K | Hold |
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|
2021
Q2 | $24K | Hold |
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|
2021
Q1 | $20K | Sell |
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|
2020
Q4 | $20K | Sell |
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|
2020
Q3 | $18K | Buy |
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