Scissortail Wealth Management’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 | $253K | Hold |
1,406
| – | – | 0.06% | 100 |
|
|
2025
Q1 | $227K | Hold |
1,406
| – | – | 0.06% | 99 |
|
|
2024
Q4 | $244K | Buy |
1,406
+1,398
| +17,475% | +$243K | 0.06% | 110 |
|
|
2024
Q3 | $222K | Buy |
+8
| New | +$222K | 0.05% | 116 |
|
|
2022
Q3 | – | Sell |
-1,502
| Closed | -$155K | – | 109 |
|
|
2022
Q2 | $155K | Buy |
+1,502
| New | +$155K | 0.06% | 103 |
|
|
2022
Q1 | – | Sell |
-1,502
| Closed | -$155K | – | 110 |
|
|
2021
Q4 | $155K | Buy |
+1,502
| New | +$155K | 0.06% | 103 |
|