Covestor’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 | $279K | Buy |
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|
2025
Q2 | $204K | Buy |
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|
2025
Q1 | $160K | Buy |
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|
2024
Q4 | $108K | Buy |
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|
2024
Q3 | $98K | Sell |
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|
2024
Q2 | $113K | Sell |
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|
2024
Q1 | $114K | Sell |
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|
2023
Q4 | $111K | Sell |
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|
2023
Q3 | $109K | Buy |
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|
2023
Q2 | $99K | Sell |
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|
2023
Q1 | $157K | Sell |
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|
2022
Q4 | $192K | Sell |
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|
2022
Q3 | $175K | Buy |
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|
2022
Q2 | $114K | Buy |
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|
2022
Q1 | $96K | Buy |
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|
2021
Q4 | $104K | Buy |
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