Creative Planning’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 | $3.8M | Buy |
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2025
Q2 | $1.5M | Buy |
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2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $807K | Buy |
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|
2024
Q3 | $563K | Sell |
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|
2024
Q2 | $487K | Buy |
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|
2024
Q1 | $418K | Buy |
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|
2023
Q4 | $347K | Buy |
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|
2023
Q3 | $294K | Sell |
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|
2023
Q2 | $276K | Buy |
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|
2023
Q1 | $207K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $24K | Hold |
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|
2017
Q1 | $24K | Hold |
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|
2016
Q4 | $22K | Hold |
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|
2016
Q3 | $18K | Hold |
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|
2016
Q2 | $16K | Hold |
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|
2016
Q1 | $17K | Hold |
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|
2015
Q4 | $18K | Hold |
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|
2015
Q3 | $15K | Buy |
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