Jones Financial Companies’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.31M | Buy |
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|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $961K | Buy |
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|
2024
Q4 | $979K | Buy |
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|
2024
Q3 | $491K | Buy |
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|
2024
Q2 | $312K | Buy |
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|
2024
Q1 | $32.8K | Buy |
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|
2023
Q4 | $15.6K | Buy |
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|
2023
Q3 | $4.29K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $16K | Buy |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $9K | Hold |
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|
2021
Q1 | $7K | Buy |
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|
2020
Q4 | $4K | Buy |
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