Franklin, Parlapiano, Turner & Welch’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 | $10M | Sell |
55,633
-941
| -2% | -$169K | 2.61% | 8 |
|
|
2025
Q1 | $9.14M | Sell |
56,574
-2,336
| -4% | -$377K | 2.46% | 10 |
|
|
2024
Q4 | $10.2M | Sell |
58,910
-6,823
| -10% | -$1.18M | 2.77% | 6 |
|
|
2024
Q3 | $10.4M | Sell |
65,733
-2,278
| -3% | -$360K | 2.68% | 8 |
|
|
2024
Q2 | $9.17M | Sell |
68,011
-6,581
| -9% | -$888K | 2.54% | 8 |
|
|
2024
Q1 | $9.56M | Sell |
74,592
-1,810
| -2% | -$232K | 2.63% | 9 |
|
|
2023
Q4 | $9.16M | Sell |
76,402
-4,334
| -5% | -$520K | 2.63% | 9 |
|
|
2023
Q3 | $8.65M | Sell |
80,736
-944
| -1% | -$101K | 2.68% | 8 |
|
|
2023
Q2 | $8.03M | Buy |
81,680
+1,032
| +1% | +$101K | 2.38% | 11 |
|
|
2023
Q1 | $7.06M | Sell |
80,648
-1,489
| -2% | -$130K | 2.25% | 19 |
|
|
2022
Q4 | $7.16M | Sell |
82,137
-7,867
| -9% | -$686K | 2.35% | 18 |
|
|
2022
Q3 | $6.79M | Buy |
90,004
+4,910
| +6% | +$370K | 2.41% | 10 |
|
|
2022
Q2 | $6.72M | Buy |
85,094
+4,763
| +6% | +$376K | 2.27% | 16 |
|
|
2022
Q1 | $7.05M | Buy |
+80,331
| New | +$7.05M | 2.1% | 17 |
|