Private Wealth Management 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 | $3.78K | Hold |
21
| – | – | ﹤0.01% | 867 |
|
|
2025
Q1 | $3.39K | Hold |
21
| – | – | ﹤0.01% | 874 |
|
|
2024
Q4 | $3.65K | Hold |
21
| – | – | ﹤0.01% | 869 |
|
|
2024
Q3 | $3.32K | Hold |
21
| – | – | ﹤0.01% | 882 |
|
|
2024
Q2 | $2.83K | Hold |
21
| – | – | ﹤0.01% | 929 |
|
|
2024
Q1 | $2.69K | Hold |
21
| – | – | ﹤0.01% | 846 |
|
|
2023
Q4 | $2.52K | Buy |
+21
| New | +$2.52K | ﹤0.01% | 880 |
|