Envestnet Portfolio Solutions’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 | $1.51M | Sell |
8,414
-747
| -8% | -$134K | 0.01% | 656 |
|
|
2025
Q1 | $1.48M | Sell |
9,161
-2,361
| -20% | -$381K | 0.01% | 680 |
|
|
2024
Q4 | $2M | Sell |
11,522
-407
| -3% | -$70.7K | 0.01% | 667 |
|
|
2024
Q3 | $1.89M | Buy |
11,929
+313
| +3% | +$49.5K | 0.01% | 680 |
|
|
2024
Q2 | $1.57M | Sell |
11,616
-140
| -1% | -$18.9K | 0.01% | 713 |
|
|
2024
Q1 | $1.51M | Buy |
11,756
+26
| +0.2% | +$3.33K | 0.01% | 717 |
|
|
2023
Q4 | $1.41M | Sell |
11,730
-434
| -4% | -$52K | 0.01% | 692 |
|
|
2023
Q3 | $1.3M | Buy |
+12,164
| New | +$1.3M | 0.01% | 679 |
|