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Nicolet Advisory Services’s Houlihan Lokey HLI Stock Holding History

Nicolet Advisory Services’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,532
Closed -$258K – 389
2024
Q4 		$258K Buy
1,532
+70
+5% +$11.8K 0.02% 326
2024
Q3 		$233K Buy
+1,462
New +$233K 0.02% 335