Evoke Wealth’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 | $308K | Sell |
1,709
-4,821
| -74% | -$868K | 0.01% | 441 |
|
|
2025
Q1 | $1.05M | Sell |
6,530
-73
| -1% | -$11.8K | 0.03% | 194 |
|
|
2024
Q4 | $1.15M | Buy |
+6,603
| New | +$1.15M | 0.03% | 180 |
|
|
2022
Q4 | – | Sell |
-900
| Closed | -$68K | – | 707 |
|
|
2022
Q3 | $68K | Hold |
900
| – | – | ﹤0.01% | 474 |
|
|
2022
Q2 | $71K | Hold |
900
| – | – | ﹤0.01% | 458 |
|
|
2022
Q1 | $79K | Hold |
900
| – | – | ﹤0.01% | 460 |
|
|
2021
Q4 | $93K | Hold |
900
| – | – | ﹤0.01% | 457 |
|
|
2021
Q3 | $82K | Hold |
900
| – | – | ﹤0.01% | 449 |
|
|
2021
Q2 | $74K | Hold |
900
| – | – | ﹤0.01% | 481 |
|
|
2021
Q1 | $60K | Hold |
900
| – | – | ﹤0.01% | 431 |
|
|
2020
Q4 | $61K | Hold |
900
| – | – | ﹤0.01% | 353 |
|
|
2020
Q3 | $53K | Sell |
900
-7,100
| -89% | -$418K | ﹤0.01% | 352 |
|
|
2020
Q2 | $445K | Buy |
+8,000
| New | +$445K | 0.04% | 123 |
|
|
2019
Q4 | – | Sell |
-7,946
| Closed | -$358K | – | 1323 |
|
|
2019
Q3 | $358K | Buy |
+7,946
| New | +$358K | 0.04% | 175 |
|