Key Financial Inc’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 | $12.1K | Hold |
67
| – | – | ﹤0.01% | 803 |
|
|
2025
Q1 | $10.8K | Hold |
67
| – | – | ﹤0.01% | 798 |
|
|
2024
Q4 | $11.6K | Hold |
67
| – | – | ﹤0.01% | 782 |
|
|
2024
Q3 | $10.6K | Hold |
67
| – | – | ﹤0.01% | 778 |
|
|
2024
Q2 | $9.04K | Hold |
67
| – | – | ﹤0.01% | 805 |
|
|
2024
Q1 | $8.59K | Hold |
67
| – | – | ﹤0.01% | 797 |
|
|
2023
Q4 | $8.03K | Hold |
67
| – | – | ﹤0.01% | 799 |
|
|
2023
Q3 | $7.18K | Hold |
67
| – | – | ﹤0.01% | 811 |
|
|
2023
Q2 | $6.59K | Buy |
+67
| New | +$6.59K | ﹤0.01% | 838 |
|