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Johnson Financial Group Inc (Wisconsin)’s Houlihan Lokey HLI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-42
Closed -$7.63K – 895
2024
Q4 		$7.63K Sell
42
-11
-21% -$1.94K ﹤0.01% 671
2024
Q3 		$8.38K Buy
53
+41
+342% +$6.13K ﹤0.01% 707
2024
Q2 		$1.62K Buy
+12
New +$1.57K ﹤0.01% 681
2024
Q1 		– Sell
-1,259
Closed -$151K – 878
2023
Q4 		$151K Hold
1,259
– – 0.01% 327
2023
Q3 		$135K Hold
1,259
– – 0.01% 283
2023
Q2 		$124K Sell
1,259
-2,573
-67% -$233K 0.01% 312
2023
Q1 		$335K Buy
+3,832
New +$361K 0.02% 221
2022
Q3 		– Sell
-2,189
Closed -$197K – 701
2022
Q2 		$197K Hold
2,189
– – 0.01% 248
2022
Q1 		$197K Sell
2,189
-241
-10% -$24.8K 0.01% 264
2021
Q4 		$219K Buy
+2,430
New +$259K 0.01% 266

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