Cetera Investment Advisers’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 | $3.34M | Sell |
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|
2025
Q1 | $3.62M | Buy |
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|
2024
Q4 | $3.6M | Buy |
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|
2024
Q3 | $2.93M | Buy |
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|
2024
Q2 | $1.76M | Sell |
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|
2024
Q1 | $1.73M | Buy |
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $228K | Sell |
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|
2023
Q2 | $213K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $349K | Buy |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $241K | Sell |
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|
2022
Q1 | $269K | Buy |
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