Farther Finance Advisors’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 | $72.2K | Buy |
401
+7
| +2% | +$1.26K | ﹤0.01% | 1933 |
|
|
2025
Q1 | $64.7K | Sell |
394
-588
| -60% | -$96.5K | ﹤0.01% | 1765 |
|
|
2024
Q4 | $171K | Buy |
982
+166
| +20% | +$28.8K | 0.01% | 1059 |
|
|
2024
Q3 | $129K | Buy |
816
+30
| +4% | +$4.74K | ﹤0.01% | 1194 |
|
|
2024
Q2 | $106K | Buy |
786
+625
| +388% | +$84.6K | 0.01% | 1111 |
|
|
2024
Q1 | $20.6K | Buy |
161
+75
| +87% | +$9.61K | ﹤0.01% | 1482 |
|
|
2023
Q4 | $10.3K | Sell |
86
-27
| -24% | -$3.24K | ﹤0.01% | 1591 |
|
|
2023
Q3 | $12.1K | Sell |
113
-82
| -42% | -$8.78K | ﹤0.01% | 1230 |
|
|
2023
Q2 | $19.2K | Hold |
195
| – | – | ﹤0.01% | 1018 |
|
|
2023
Q1 | $17.1K | Buy |
195
+33
| +20% | +$2.89K | 0.01% | 951 |
|
|
2022
Q4 | $14.1K | Buy |
+162
| New | +$14.1K | 0.01% | 840 |
|