Sendero 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 | $776K | Hold |
4,312
| – | – | 0.1% | 119 |
|
|
2025
Q1 | $696K | Sell |
4,312
-1,510
| -26% | -$244K | 0.1% | 122 |
|
|
2024
Q4 | $1.01M | Hold |
5,822
| – | – | 0.15% | 84 |
|
|
2024
Q3 | $920K | Hold |
5,822
| – | – | 0.15% | 85 |
|
|
2024
Q2 | $785K | Hold |
5,822
| – | – | 0.13% | 90 |
|
|
2024
Q1 | $746K | Hold |
5,822
| – | – | 0.13% | 96 |
|
|
2023
Q4 | $698K | Buy |
5,822
+525
| +10% | +$63K | 0.13% | 103 |
|
|
2023
Q3 | $567K | Buy |
5,297
+705
| +15% | +$75.5K | 0.12% | 104 |
|
|
2023
Q2 | $451K | Buy |
4,592
+733
| +19% | +$72.1K | 0.1% | 115 |
|
|
2023
Q1 | $338K | Buy |
3,859
+650
| +20% | +$56.9K | 0.1% | 86 |
|
|
2022
Q4 | $280K | Buy |
+3,209
| New | +$280K | 0.1% | 87 |
|