Mather 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 | – | Sell |
-624
| Closed | -$101K | – | 1077 |
|
|
2025
Q1 | $101K | Buy |
624
+40
| +7% | +$6.46K | ﹤0.01% | 746 |
|
|
2024
Q4 | $101K | Buy |
584
+116
| +25% | +$20.1K | ﹤0.01% | 739 |
|
|
2024
Q3 | $74K | Sell |
468
-138
| -23% | -$21.8K | ﹤0.01% | 803 |
|
|
2024
Q2 | $77.7K | Sell |
606
-7
| -1% | -$897 | ﹤0.01% | 877 |
|
|
2024
Q1 | $73.5K | Buy |
+613
| New | +$73.5K | ﹤0.01% | 785 |
|