Portside Wealth 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 | $817K | Buy |
4,539
+199
| +5% | +$35.8K | 0.12% | 182 |
|
|
2025
Q1 | $701K | Buy |
4,340
+1,586
| +58% | +$256K | 0.11% | 191 |
|
|
2024
Q4 | $478K | Buy |
2,754
+298
| +12% | +$51.8K | 0.08% | 236 |
|
|
2024
Q3 | $388K | Buy |
2,456
+232
| +10% | +$36.7K | 0.07% | 256 |
|
|
2024
Q2 | $300K | Buy |
2,224
+131
| +6% | +$17.7K | 0.06% | 277 |
|
|
2024
Q1 | $268K | Buy |
2,093
+351
| +20% | +$45K | 0.05% | 299 |
|
|
2023
Q4 | $209K | Buy |
+1,742
| New | +$209K | 0.04% | 331 |
|