Laurel Wealth Advisors (California)’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.15M | Sell |
13,199
-1,027
| -7% | -$89.5K | 0.11% | 189 |
|
|
2022
Q3 | $1.07M | Buy |
14,226
+2,786
| +24% | +$210K | 0.11% | 201 |
|
|
2022
Q2 | $903K | Hold |
11,440
| – | – | 0.09% | 231 |
|
|
2022
Q1 | $1M | Buy |
11,440
+1,850
| +19% | +$162K | 0.08% | 245 |
|
|
2021
Q4 | $993K | Buy |
9,590
+6,720
| +234% | +$696K | 0.08% | 259 |
|
|
2021
Q3 | $264K | Buy |
+2,870
| New | +$264K | 0.05% | 368 |
|