Johnson Financial Group Inc (Wisconsin)’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-42
| Closed | -$7.63K | – | 895 |
|
|
2024
Q4 | $7.63K | Sell |
42
-11
| -21% | -$2K | ﹤0.01% | 671 |
|
|
2024
Q3 | $8.38K | Buy |
53
+41
| +342% | +$6.48K | ﹤0.01% | 707 |
|
|
2024
Q2 | $1.62K | Buy |
+12
| New | +$1.62K | ﹤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% | -$253K | 0.01% | 312 |
|
|
2023
Q1 | $335K | Buy |
+3,832
| New | +$335K | 0.02% | 221 |
|
|
2022
Q3 | – | Sell |
-2,189
| Closed | -$197K | – | 700 |
|
|
2022
Q2 | $197K | Hold |
2,189
| – | – | 0.01% | 248 |
|
|
2022
Q1 | $197K | Sell |
2,189
-241
| -10% | -$21.7K | 0.01% | 264 |
|
|
2021
Q4 | $219K | Buy |
+2,430
| New | +$219K | 0.01% | 266 |
|