Integrated Wealth Concepts’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 | $1.22M | Sell |
6,775
-4,660
| -41% | -$839K | 0.01% | 823 |
|
|
2025
Q1 | $1.85M | Buy |
11,435
+405
| +4% | +$65.4K | 0.02% | 598 |
|
|
2024
Q4 | $1.92M | Buy |
11,030
+996
| +10% | +$173K | 0.02% | 574 |
|
|
2024
Q3 | $1.59M | Buy |
10,034
+1,380
| +16% | +$218K | 0.02% | 612 |
|
|
2024
Q2 | $1.17M | Buy |
8,654
+1,197
| +16% | +$161K | 0.02% | 693 |
|
|
2024
Q1 | $956K | Buy |
7,457
+19
| +0.3% | +$2.44K | 0.01% | 769 |
|
|
2023
Q4 | $892K | Sell |
7,438
-758
| -9% | -$90.9K | 0.01% | 771 |
|
|
2023
Q3 | $878K | Hold |
8,196
| – | – | 0.02% | 744 |
|
|
2023
Q2 | $806K | Buy |
+8,196
| New | +$806K | 0.01% | 769 |
|