CoreCap 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 | – | Sell |
-34
| Closed | -$5.49K | – | 2956 |
|
|
2025
Q1 | $5.49K | Hold |
34
| – | – | ﹤0.01% | 2067 |
|
|
2024
Q4 | $5.9K | Hold |
34
| – | – | ﹤0.01% | 1936 |
|
|
2024
Q3 | $5.37K | Buy |
+34
| New | +$5.37K | ﹤0.01% | 1959 |
|
|
2022
Q4 | $349 | Buy |
+4
| New | +$349 | ﹤0.01% | 2215 |
|
|
2022
Q3 | – | Sell |
-4
| Closed | – | – | 1182 |
|
|
2022
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2194 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | -$1K | – | 1191 |
|
|
2021
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 2137 |
|