Cornerstone Planning Group’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 | $13.9K | Sell |
72
-36
| -33% | -$6.94K | ﹤0.01% | 485 |
|
|
2025
Q1 | $16.8K | Buy |
108
+43
| +66% | +$6.69K | ﹤0.01% | 450 |
|
|
2024
Q4 | $11.7K | Sell |
65
-5
| -7% | -$903 | ﹤0.01% | 393 |
|
|
2024
Q3 | $11.7K | Sell |
70
-26
| -27% | -$4.33K | ﹤0.01% | 385 |
|
|
2024
Q2 | $13.9K | Sell |
96
-13
| -12% | -$1.88K | ﹤0.01% | 374 |
|
|
2024
Q1 | $14.4K | Sell |
109
-2
| -2% | -$264 | ﹤0.01% | 343 |
|
|
2023
Q4 | $13.3K | Sell |
111
-7
| -6% | -$839 | ﹤0.01% | 379 |
|
|
2023
Q3 | $12.6K | Hold |
118
| – | – | ﹤0.01% | 381 |
|
|
2023
Q2 | $11.6K | Buy |
+118
| New | +$11.6K | ﹤0.01% | 594 |
|
|
2022
Q4 | $6.03K | Buy |
+63
| New | +$6.03K | ﹤0.01% | 806 |
|