EverSource Wealth Advisors’s Houlihan Lokey HLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
2,399
+351
| +17% | +$63.2K | 0.02% | 513 |
|
|
2025
Q1 | $331K | Buy |
2,048
+290
| +16% | +$46.8K | 0.02% | 486 |
|
|
2024
Q4 | $305K | Buy |
1,758
+314
| +22% | +$54.5K | 0.02% | 500 |
|
|
2024
Q3 | $228K | Sell |
1,444
-166
| -10% | -$26.2K | 0.01% | 520 |
|
|
2024
Q2 | $242K | Buy |
1,610
+272
| +20% | +$40.9K | 0.02% | 494 |
|
|
2024
Q1 | $171K | Buy |
1,338
+199
| +17% | +$25.4K | 0.01% | 543 |
|
|
2023
Q4 | $137K | Buy |
1,139
+123
| +12% | +$14.7K | 0.01% | 541 |
|
|
2023
Q3 | $109K | Buy |
1,016
+173
| +21% | +$18.5K | 0.01% | 545 |
|
|
2023
Q2 | $82.9K | Sell |
843
-167
| -17% | -$16.4K | 0.01% | 647 |
|
|
2023
Q1 | $88.4K | Buy |
1,010
+18
| +2% | +$1.58K | 0.01% | 581 |
|
|
2022
Q4 | $86.5K | Buy |
992
+804
| +428% | +$70.1K | 0.01% | 555 |
|
|
2022
Q3 | $14K | Buy |
188
+88
| +88% | +$6.55K | ﹤0.01% | 1018 |
|
|
2022
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 1109 |
|
|
2022
Q1 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 1014 |
|