Kestra Advisory Services’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $542K | Sell |
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|
2025
Q3 | $716K | Buy |
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|
2025
Q2 | $604K | Sell |
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|
2025
Q1 | $567K | Sell |
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|
2024
Q4 | $974K | Buy |
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|
2024
Q3 | $845K | Buy |
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|
2024
Q2 | $294K | Sell |
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|
2024
Q1 | $281K | Buy |
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|
2023
Q4 | $256K | Sell |
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|
2023
Q3 | $231K | Sell |
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|
2023
Q2 | $214K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $420K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $203K | Buy |
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|
2021
Q4 | $217K | Sell |
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|
2021
Q3 | $229K | Sell |
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|
2021
Q2 | $219K | Buy |
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