CBIZ Investment Advisory Services’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 | $38.9K | Buy |
216
+1
| +0.5% | +$180 | ﹤0.01% | 159 |
|
|
2025
Q1 | $34.7K | Hold |
215
| – | – | ﹤0.01% | 148 |
|
|
2024
Q4 | $37.3K | Sell |
215
-27
| -11% | -$4.69K | ﹤0.01% | 135 |
|
|
2024
Q3 | $38.2K | Hold |
242
| – | – | ﹤0.01% | 128 |
|
|
2024
Q2 | $32.6K | Hold |
242
| – | – | ﹤0.01% | 124 |
|
|
2024
Q1 | $31K | Buy |
+242
| New | +$31K | ﹤0.01% | 125 |
|