Cornerstone Planning Group’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $40.1K | Buy |
|
|||||
|
2025
Q2 | $13.9K | Sell |
|
|||||
|
2025
Q1 | $16.8K | Buy |
|
|||||
|
2024
Q4 | $11.7K | Sell |
|
|||||
|
2024
Q3 | $11.7K | Sell |
|
|||||
|
2024
Q2 | $13.9K | Sell |
|
|||||
|
2024
Q1 | $14.4K | Sell |
|
|||||
|
2023
Q4 | $13.3K | Sell |
|
|||||
|
2023
Q3 | $12.6K | Hold |
|
|||||
|
2023
Q2 | $11.6K | Buy |
|
|||||
|
2022
Q4 | $6.03K | Buy |
|