Householder Group Estate & Retirement Specialist’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2K | Sell |
14
-1,268
| -99% | -$181K | ﹤0.01% | 479 |
|
|
2024
Q3 | $202K | Buy |
1,282
+34
| +3% | +$5.36K | 0.06% | 243 |
|
|
2024
Q2 | $168K | Buy |
1,248
+106
| +9% | +$14.3K | 0.05% | 267 |
|
|
2024
Q1 | $146K | Buy |
1,142
+85
| +8% | +$10.9K | 0.04% | 289 |
|
|
2023
Q4 | $126K | Buy |
1,057
+22
| +2% | +$2.62K | 0.04% | 299 |
|
|
2023
Q3 | $111K | Buy |
+1,035
| New | +$111K | 0.04% | 298 |
|
|
2023
Q1 | $73K | Buy |
+838
| New | +$73K | 0.03% | 363 |
|
|
2022
Q4 | – | Sell |
-454
| Closed | -$34K | – | 641 |
|
|
2022
Q3 | $34K | Buy |
+454
| New | +$34K | 0.01% | 473 |
|