Rise Advisors’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 | $20.6K | Hold |
114
| – | – | 0.01% | 523 |
|
|
2025
Q1 | $18.4K | Sell |
114
-39
| -25% | -$6.3K | 0.01% | 550 |
|
|
2024
Q4 | $26.6K | Hold |
153
| – | – | 0.01% | 457 |
|
|
2024
Q3 | $24.2K | Buy |
153
+1
| +0.7% | +$158 | 0.01% | 555 |
|
|
2024
Q2 | $20.5K | Hold |
152
| – | – | 0.01% | 620 |
|
|
2024
Q1 | $19.4K | Buy |
+152
| New | +$19.4K | 0.01% | 668 |
|