SFMG Wealth Advisors’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 | $309K | Buy |
1,716
+5
| +0.3% | +$900 | 0.02% | 207 |
|
|
2025
Q1 | $276K | Sell |
1,711
-1
| -0.1% | -$162 | 0.02% | 212 |
|
|
2024
Q4 | $297K | Buy |
1,712
+3
| +0.2% | +$521 | 0.02% | 201 |
|
|
2024
Q3 | $270K | Buy |
1,709
+1
| +0.1% | +$158 | 0.02% | 210 |
|
|
2024
Q2 | $230K | Buy |
1,708
+4
| +0.2% | +$539 | 0.02% | 221 |
|
|
2024
Q1 | $218K | Buy |
1,704
+9
| +0.5% | +$1.15K | 0.02% | 236 |
|
|
2023
Q4 | $203K | Buy |
+1,695
| New | +$203K | 0.02% | 241 |
|