Crossmark Global Holdings’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 | $985K | Buy |
5,472
+826
| +18% | +$149K | 0.02% | 620 |
|
2025
Q1 | $750K | Sell |
4,646
-24
| -0.5% | -$3.88K | 0.01% | 700 |
|
2024
Q4 | $811K | Sell |
4,670
-18
| -0.4% | -$3.13K | 0.01% | 643 |
|
2024
Q3 | $741K | Buy |
4,688
+944
| +25% | +$149K | 0.01% | 704 |
|
2024
Q2 | $505K | Sell |
3,744
-336
| -8% | -$45.3K | 0.01% | 827 |
|
2024
Q1 | $523K | Buy |
4,080
+62
| +2% | +$7.95K | 0.01% | 852 |
|
2023
Q4 | $482K | Buy |
+4,018
| New | +$482K | 0.01% | 862 |
|