Salem Investment Counselors’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 | – | Sell |
-14
| Closed | -$2.26K | – | 1219 |
|
|
2025
Q1 | $2.26K | Hold |
14
| – | – | ﹤0.01% | 1019 |
|
|
2024
Q4 | $2.43K | Hold |
14
| – | – | ﹤0.01% | 1002 |
|
|
2024
Q3 | $2.21K | Hold |
14
| – | – | ﹤0.01% | 1015 |
|
|
2024
Q2 | $1.89K | Hold |
14
| – | – | ﹤0.01% | 1027 |
|
|
2024
Q1 | $1.8K | Sell |
14
-26
| -65% | -$3.33K | ﹤0.01% | 1043 |
|
|
2023
Q4 | $4.8K | Hold |
40
| – | – | ﹤0.01% | 908 |
|
|
2023
Q3 | $4.29K | Hold |
40
| – | – | ﹤0.01% | 911 |
|
|
2023
Q2 | $3.93K | Buy |
+40
| New | +$3.93K | ﹤0.01% | 942 |
|