EverSource Wealth Advisors’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
Q2 | $432K | Buy |
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|
2025
Q1 | $331K | Buy |
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|
2024
Q4 | $305K | Buy |
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|
2024
Q3 | $228K | Sell |
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|
2024
Q2 | $242K | Buy |
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|
2024
Q1 | $171K | Buy |
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|
2023
Q4 | $137K | Buy |
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|
2023
Q3 | $109K | Buy |
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|
2023
Q2 | $82.9K | Sell |
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|
2023
Q1 | $88.4K | Buy |
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|
2022
Q4 | $86.5K | Buy |
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|
2022
Q3 | $14K | Buy |
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|
2022
Q2 | $8K | Hold |
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|
2022
Q1 | $9K | Buy |
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