Cerity Partners’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 | $3.73M | Buy |
20,726
+17,928
| +641% | +$3.23M | 0.01% | 940 |
|
|
2025
Q1 | $452K | Sell |
2,798
-533
| -16% | -$86.1K | ﹤0.01% | 1811 |
|
|
2024
Q4 | $572K | Buy |
3,331
+1,031
| +45% | +$177K | ﹤0.01% | 1686 |
|
|
2024
Q3 | $364K | Buy |
2,300
+397
| +21% | +$62.7K | ﹤0.01% | 1946 |
|
|
2024
Q2 | $257K | Sell |
1,903
-97
| -5% | -$13.1K | ﹤0.01% | 1902 |
|
|
2024
Q1 | $256K | Buy |
+2,000
| New | +$256K | ﹤0.01% | 1960 |
|