Sendero Wealth Management’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $885K | Hold |
|
|||||
|
2025
Q2 | $776K | Hold |
|
|||||
|
2025
Q1 | $696K | Sell |
|
|||||
|
2024
Q4 | $1.01M | Hold |
|
|||||
|
2024
Q3 | $920K | Hold |
|
|||||
|
2024
Q2 | $785K | Hold |
|
|||||
|
2024
Q1 | $746K | Hold |
|
|||||
|
2023
Q4 | $698K | Buy |
|
|||||
|
2023
Q3 | $567K | Buy |
|
|||||
|
2023
Q2 | $451K | Buy |
|
|||||
|
2023
Q1 | $338K | Buy |
|
|||||
|
2022
Q4 | $280K | Buy |
|