Dynasty Wealth Management’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 | $523K | Sell |
2,908
-385
| -12% | -$69.3K | 0.01% | 177 |
|
|
2025
Q1 | $532K | Buy |
3,293
+34
| +1% | +$5.49K | 0.01% | 193 |
|
|
2024
Q4 | $566K | Sell |
3,259
-394
| -11% | -$68.4K | 0.01% | 196 |
|
|
2024
Q3 | $577K | Sell |
3,653
-199
| -5% | -$31.4K | 0.02% | 172 |
|
|
2024
Q2 | $519K | Sell |
3,852
-13
| -0.3% | -$1.75K | 0.02% | 187 |
|
|
2024
Q1 | $495K | Buy |
+3,865
| New | +$495K | 0.02% | 189 |
|