HighPoint Advisor Group’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $359K | Sell |
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|
2025
Q3 | $424K | Sell |
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|
2025
Q2 | $406K | Buy |
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|
2025
Q1 | $362K | Sell |
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|
2024
Q4 | $404K | Buy |
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|
2024
Q3 | $275K | Buy |
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|
2024
Q2 | $236K | Sell |
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|
2024
Q1 | $238K | Sell |
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|
2023
Q4 | $221K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $206K | Buy |
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