Commonwealth Equity 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 | $323K | Buy |
1,794
+77
| +4% | +$13.9K | ﹤0.01% | 3517 |
|
|
2025
Q1 | $277K | Sell |
1,717
-46
| -3% | -$7.42K | ﹤0.01% | 3570 |
|
|
2024
Q4 | $306K | Sell |
1,763
-59
| -3% | -$10.2K | ﹤0.01% | 3378 |
|
|
2024
Q3 | $288K | Sell |
1,822
-69
| -4% | -$10.9K | ﹤0.01% | 3387 |
|
|
2024
Q2 | $255K | Buy |
1,891
+56
| +3% | +$7.55K | ﹤0.01% | 3442 |
|
|
2024
Q1 | $235K | Buy |
1,835
+127
| +7% | +$16.3K | ﹤0.01% | 3493 |
|
|
2023
Q4 | $205K | Buy |
+1,708
| New | +$205K | ﹤0.01% | 3486 |
|