Custom Index Systems’s Houlihan Lokey HLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Sell |
3,190
-96
| -3% | -$17.3K | 0.27% | 105 |
|
|
2025
Q1 | $531K | Buy |
3,286
+696
| +27% | +$112K | 0.27% | 105 |
|
|
2024
Q4 | $450K | Sell |
2,590
-12
| -0.5% | -$2.08K | 0.24% | 117 |
|
|
2024
Q3 | $411K | Buy |
+2,602
| New | +$411K | 0.22% | 144 |
|
|
2024
Q2 | – | Sell |
-2,876
| Closed | -$369K | – | 272 |
|
|
2024
Q1 | $369K | Buy |
2,876
+119
| +4% | +$15.3K | 0.21% | 154 |
|
|
2023
Q4 | $331K | Buy |
+2,757
| New | +$331K | 0.2% | 148 |
|