Okabena Investment Services’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Hold |
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|
2025
Q1 | $223K | Hold |
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|
2024
Q4 | $240K | Hold |
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|
2024
Q3 | $218K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $6.64K | Hold |
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|
2023
Q2 | $6.09K | Sell |
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|
2023
Q1 | $858K | Buy |
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|
2022
Q4 | $16.1K | Sell |
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|
2022
Q3 | $104K | Hold |
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|
2022
Q2 | $109K | Buy |
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|
2022
Q1 | $111K | Hold |
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|
2021
Q4 | $130K | Buy |
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