Evoke Wealth’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
Q3 | $354K | Buy |
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|
2025
Q2 | $308K | Sell |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.15M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $68K | Hold |
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|
2022
Q2 | $71K | Hold |
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|
2022
Q1 | $79K | Hold |
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|
2021
Q4 | $93K | Hold |
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|
2021
Q3 | $82K | Hold |
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|
2021
Q2 | $74K | Hold |
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|
2021
Q1 | $60K | Hold |
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|
2020
Q4 | $61K | Hold |
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|
2020
Q3 | $53K | Sell |
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|
2020
Q2 | $445K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $358K | Buy |
|