Cetera Investment Advisers’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 | $3.34M | Sell |
18,562
-3,876
| -17% | -$697K | 0.01% | 1475 |
|
|
2025
Q1 | $3.62M | Buy |
22,438
+1,711
| +8% | +$276K | 0.01% | 1322 |
|
|
2024
Q4 | $3.6M | Buy |
20,727
+2,183
| +12% | +$379K | 0.01% | 1241 |
|
|
2024
Q3 | $2.93M | Buy |
18,544
+5,483
| +42% | +$866K | 0.01% | 1344 |
|
|
2024
Q2 | $1.76M | Sell |
13,061
-464
| -3% | -$62.6K | ﹤0.01% | 1663 |
|
|
2024
Q1 | $1.73M | Buy |
13,525
+11,605
| +604% | +$1.49M | ﹤0.01% | 1660 |
|
|
2023
Q4 | $230K | Sell |
1,920
-211
| -10% | -$25.3K | ﹤0.01% | 1954 |
|
|
2023
Q3 | $228K | Sell |
2,131
-32
| -1% | -$3.43K | ﹤0.01% | 1900 |
|
|
2023
Q2 | $213K | Buy |
+2,163
| New | +$213K | ﹤0.01% | 1945 |
|
|
2023
Q1 | – | Sell |
-3,999
| Closed | -$349K | – | 2175 |
|
|
2022
Q4 | $349K | Buy |
3,999
+1,086
| +37% | +$94.7K | ﹤0.01% | 1564 |
|
|
2022
Q3 | $220K | Sell |
2,913
-142
| -5% | -$10.7K | ﹤0.01% | 1448 |
|
|
2022
Q2 | $241K | Sell |
3,055
-10
| -0.3% | -$789 | ﹤0.01% | 1556 |
|
|
2022
Q1 | $269K | Buy |
+3,065
| New | +$269K | ﹤0.01% | 1542 |
|