NewEdge Wealth’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 | $337K | Sell |
1,778
-213
| -11% | -$40.4K | 0.01% | 802 |
|
|
2025
Q1 | $322K | Sell |
1,991
-348
| -15% | -$56.2K | 0.01% | 757 |
|
|
2024
Q4 | $406K | Buy |
2,339
+695
| +42% | +$121K | 0.01% | 683 |
|
|
2024
Q3 | $260K | Buy |
1,644
+116
| +8% | +$18.3K | ﹤0.01% | 761 |
|
|
2024
Q2 | $206K | Sell |
1,528
-99
| -6% | -$13.4K | ﹤0.01% | 726 |
|
|
2024
Q1 | $212K | Buy |
+1,627
| New | +$212K | ﹤0.01% | 754 |
|