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Ritholtz Wealth Management’s Houlihan Lokey HLI Stock Holding History

Ritholtz Wealth Management’s Portfolio HLI Stock Details HLI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$248K Sell
1,378
-16
-1% -$2.88K 0.01% 855
2025
Q1 		$225K Buy
1,394
+5
+0.4% +$807 0.01% 827
2024
Q4 		$241K Sell
1,389
-30
-2% -$5.21K 0.01% 769
2024
Q3 		$224K Buy
+1,419
New +$224K 0.01% 782