Iron Horse Wealth Management’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 | $17.3K | Hold |
96
| – | – | 0.01% | 229 |
|
|
2025
Q1 | $15.5K | Hold |
96
| – | – | 0.01% | 224 |
|
|
2024
Q4 | $16.7K | Hold |
96
| – | – | 0.01% | 201 |
|
|
2024
Q3 | $15.2K | Hold |
96
| – | – | 0.01% | 206 |
|
|
2024
Q2 | $12.9K | Hold |
96
| – | – | ﹤0.01% | 195 |
|
|
2024
Q1 | $12.3K | Hold |
96
| – | – | ﹤0.01% | 181 |
|
|
2023
Q4 | $11.5K | Hold |
96
| – | – | 0.01% | 175 |
|
|
2023
Q3 | $10.3K | Buy |
+96
| New | +$10.3K | 0.01% | 181 |
|