Cassaday & Co Wealth Management’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 | $321K | Sell |
1,783
-77
| -4% | -$13.9K | 0.01% | 257 |
|
|
2025
Q1 | $300K | Sell |
1,860
-119
| -6% | -$19.2K | 0.01% | 256 |
|
|
2024
Q4 | $344K | Buy |
1,979
+19
| +1% | +$3.3K | 0.01% | 238 |
|
|
2024
Q3 | $310K | Sell |
1,960
-10
| -0.5% | -$1.58K | 0.01% | 235 |
|
|
2024
Q2 | $266K | Sell |
1,970
-80
| -4% | -$10.8K | 0.01% | 242 |
|
|
2024
Q1 | $263K | Hold |
2,050
| – | – | 0.01% | 244 |
|
|
2023
Q4 | $246K | Hold |
2,050
| – | – | 0.01% | 244 |
|
|
2023
Q3 | $220K | Hold |
2,050
| – | – | 0.01% | 235 |
|
|
2023
Q2 | $202K | Buy |
+2,050
| New | +$202K | 0.01% | 248 |
|