FourThought Financial Partners’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 | – | Sell |
-1,677
| Closed | -$271K | – | 319 |
|
|
2025
Q1 | $271K | Buy |
1,677
+20
| +1% | +$3.23K | 0.03% | 254 |
|
|
2024
Q4 | $288K | Sell |
1,657
-49
| -3% | -$8.51K | 0.03% | 247 |
|
|
2024
Q3 | $270K | Sell |
1,706
-6,910
| -80% | -$1.09M | 0.03% | 159 |
|
|
2024
Q2 | $1.16M | Buy |
8,616
+119
| +1% | +$16K | 0.15% | 100 |
|
|
2024
Q1 | $1.09M | Buy |
8,497
+476
| +6% | +$61K | 0.12% | 122 |
|
|
2023
Q4 | $962K | Sell |
8,021
-520
| -6% | -$62.4K | 0.12% | 130 |
|
|
2023
Q3 | $915K | Sell |
8,541
-416
| -5% | -$44.6K | 0.13% | 124 |
|
|
2023
Q2 | $881K | Buy |
8,957
+724
| +9% | +$71.2K | 0.12% | 135 |
|
|
2023
Q1 | $720K | Sell |
8,233
-174
| -2% | -$15.2K | 0.1% | 145 |
|
|
2022
Q4 | $733K | Buy |
+8,407
| New | +$733K | 0.11% | 147 |
|