Franklin, Parlapiano, Turner & Welch’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 | $11.1M | Sell |
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|
2025
Q2 | $10M | Sell |
|
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|
2025
Q1 | $9.14M | Sell |
|
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|
2024
Q4 | $10.2M | Sell |
|
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|
2024
Q3 | $10.4M | Sell |
|
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|
2024
Q2 | $9.17M | Sell |
|
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|
2024
Q1 | $9.56M | Sell |
|
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|
2023
Q4 | $9.16M | Sell |
|
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|
2023
Q3 | $8.65M | Sell |
|
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|
2023
Q2 | $8.03M | Buy |
|
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|
2023
Q1 | $7.06M | Sell |
|
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|
2022
Q4 | $7.16M | Sell |
|
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|
2022
Q3 | $6.79M | Buy |
|
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|
2022
Q2 | $6.72M | Buy |
|
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|
2022
Q1 | $7.05M | Buy |
|