OneAscent Financial Services’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 | $259K | Sell |
1,434
-1,742
| -55% | -$315K | 0.02% | 449 |
|
|
2025
Q1 | $516K | Buy |
3,176
+1,187
| +60% | +$193K | 0.03% | 332 |
|
|
2024
Q4 | $345K | Sell |
1,989
-109
| -5% | -$18.9K | 0.03% | 328 |
|
|
2024
Q3 | $332K | Buy |
+2,098
| New | +$332K | 0.24% | 114 |
|
|
2024
Q2 | – | Sell |
-2,872
| Closed | -$368K | – | 294 |
|
|
2024
Q1 | $368K | Buy |
2,872
+552
| +24% | +$70.7K | 0.04% | 250 |
|
|
2023
Q4 | $278K | Buy |
+2,320
| New | +$278K | 0.03% | 283 |
|