Spire 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 | $14K | Buy |
78
+1
| +1% | +$180 | ﹤0.01% | 1614 |
|
|
2025
Q1 | $12.4K | Sell |
77
-12
| -13% | -$1.94K | ﹤0.01% | 1771 |
|
|
2024
Q4 | $15.5K | Buy |
89
+2
| +2% | +$347 | ﹤0.01% | 1704 |
|
|
2024
Q3 | $13.7K | Sell |
87
-17
| -16% | -$2.69K | ﹤0.01% | 1551 |
|
|
2024
Q2 | $14K | Sell |
104
-3
| -3% | -$405 | ﹤0.01% | 1541 |
|
|
2024
Q1 | $13.7K | Buy |
107
+9
| +9% | +$1.15K | ﹤0.01% | 1617 |
|
|
2023
Q4 | $11.7K | Hold |
98
| – | – | ﹤0.01% | 1708 |
|
|
2023
Q3 | $10.5K | Hold |
98
| – | – | ﹤0.01% | 1717 |
|
|
2023
Q2 | $9.63K | Sell |
98
-10
| -9% | -$983 | ﹤0.01% | 1828 |
|
|
2023
Q1 | $9.45K | Hold |
108
| – | – | ﹤0.01% | 1865 |
|
|
2022
Q4 | $9K | Hold |
108
| – | – | ﹤0.01% | 1657 |
|
|
2022
Q3 | $8K | Hold |
108
| – | – | ﹤0.01% | 1622 |
|
|
2022
Q2 | $9K | Sell |
108
-20
| -16% | -$1.67K | ﹤0.01% | 1951 |
|
|
2022
Q1 | $11K | Buy |
128
+30
| +31% | +$2.58K | ﹤0.01% | 1994 |
|
|
2021
Q4 | $10K | Hold |
98
| – | – | ﹤0.01% | 2381 |
|
|
2021
Q3 | $9K | Hold |
98
| – | – | ﹤0.01% | 2122 |
|
|
2021
Q2 | $8K | Hold |
98
| – | – | ﹤0.01% | 2195 |
|
|
2021
Q1 | $7K | Buy |
+98
| New | +$7K | ﹤0.01% | 2522 |
|