Larson Financial Group’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 | $10.6K | Sell |
59
-34
| -37% | -$6.12K | ﹤0.01% | 1774 |
|
|
2025
Q1 | $15K | Buy |
93
+44
| +90% | +$7.11K | ﹤0.01% | 1463 |
|
|
2024
Q4 | $8.51K | Hold |
49
| – | – | ﹤0.01% | 1533 |
|
|
2024
Q3 | $7.74K | Hold |
49
| – | – | ﹤0.01% | 1564 |
|
|
2024
Q2 | $6.61K | Hold |
49
| – | – | ﹤0.01% | 1374 |
|
|
2024
Q1 | $6.28K | Hold |
49
| – | – | ﹤0.01% | 1141 |
|
|
2023
Q4 | $5.88K | Hold |
49
| – | – | ﹤0.01% | 1142 |
|
|
2023
Q3 | $5.25K | Hold |
49
| – | – | ﹤0.01% | 1159 |
|
|
2023
Q2 | $4.82K | Hold |
49
| – | – | ﹤0.01% | 1114 |
|
|
2023
Q1 | $4.29K | Buy |
+49
| New | +$4.29K | ﹤0.01% | 1114 |
|