Coppell Advisory Solutions’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21
| Closed | -$3.65K | – | 989 |
|
|
2024
Q4 | $3.65K | Hold |
21
| – | – | ﹤0.01% | 1406 |
|
|
2024
Q3 | $3.31K | Hold |
21
| – | – | ﹤0.01% | 1353 |
|
|
2024
Q2 | $2.83K | Buy |
+21
| New | +$2.83K | ﹤0.01% | 1324 |
|
|
2023
Q4 | $2.52K | Buy |
+21
| New | +$2.52K | ﹤0.01% | 1250 |
|
|
2023
Q3 | – | Sell |
-21
| Closed | -$2.08K | – | 1337 |
|
|
2023
Q2 | $2.08K | Buy |
+21
| New | +$2.08K | ﹤0.01% | 1013 |
|