HighPoint Advisor Group’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 | $406K | Buy |
2,255
+24
| +1% | +$4.32K | 0.02% | 431 |
|
|
2025
Q1 | $362K | Sell |
2,231
-16
| -0.7% | -$2.6K | 0.02% | 436 |
|
|
2024
Q4 | $404K | Buy |
2,247
+642
| +40% | +$115K | 0.02% | 428 |
|
|
2024
Q3 | $275K | Buy |
1,605
+16
| +1% | +$2.74K | 0.02% | 513 |
|
|
2024
Q2 | $236K | Sell |
1,589
-159
| -9% | -$23.6K | 0.01% | 545 |
|
|
2024
Q1 | $238K | Sell |
1,748
-13
| -0.7% | -$1.77K | 0.02% | 539 |
|
|
2023
Q4 | $221K | Buy |
+1,761
| New | +$221K | 0.02% | 562 |
|
|
2020
Q2 | – | Sell |
-3,775
| Closed | -$206K | – | 368 |
|
|
2020
Q1 | $206K | Buy |
+3,775
| New | +$206K | 0.05% | 295 |
|