Corient Private Wealth’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 | $2.32M | Sell |
12,894
-1,239
| -9% | -$223K | ﹤0.01% | 1048 |
|
|
2025
Q1 | $2.28M | Sell |
14,133
-3,920
| -22% | -$633K | ﹤0.01% | 925 |
|
|
2024
Q4 | $3.14M | Buy |
18,053
+367
| +2% | +$63.7K | 0.01% | 842 |
|
|
2024
Q3 | $2.79M | Sell |
17,686
-5,011
| -22% | -$792K | ﹤0.01% | 929 |
|
|
2024
Q2 | $3.06M | Buy |
22,697
+389
| +2% | +$52.5K | 0.01% | 856 |
|
|
2024
Q1 | $2.86M | Buy |
22,308
+15
| +0.1% | +$1.92K | 0.01% | 868 |
|
|
2023
Q4 | $2.67M | Buy |
22,293
+714
| +3% | +$85.6K | ﹤0.01% | 884 |
|
|
2023
Q3 | $2.31M | Buy |
+21,579
| New | +$2.31M | 0.01% | 855 |
|