Clearstead Advisors’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 | $545K | Sell |
3,030
-384
| -11% | -$69.1K | 0.01% | 589 |
|
|
2025
Q1 | $551K | Buy |
3,414
+343
| +11% | +$55.4K | 0.01% | 545 |
|
|
2024
Q4 | $533K | Sell |
3,071
-254
| -8% | -$44.1K | 0.01% | 556 |
|
|
2024
Q3 | $525K | Buy |
3,325
+46
| +1% | +$7.27K | 0.01% | 555 |
|
|
2024
Q2 | $442K | Buy |
+3,279
| New | +$442K | 0.01% | 570 |
|
|
2021
Q4 | – | Sell |
-257
| Closed | -$24K | – | 1340 |
|
|
2021
Q3 | $24K | Buy |
+257
| New | +$24K | ﹤0.01% | 747 |
|