TD Private Client Wealth’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 | $6.98K | Hold |
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|
2025
Q2 | $6.12K | Sell |
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|
2025
Q1 | $8.88K | Buy |
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|
2024
Q4 | $7.47K | Sell |
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|
2024
Q3 | $48.2K | Buy |
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|
2024
Q2 | $35.3K | Sell |
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|
2024
Q1 | $44.1K | Sell |
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|
2023
Q4 | $179K | Hold |
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|
2023
Q3 | $160K | Hold |
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|
2023
Q2 | $146K | Hold |
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|
2023
Q1 | $130K | Buy |
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|
2022
Q4 | $30K | Hold |
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|
2022
Q3 | $25.9K | Hold |
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|
2022
Q2 | $27.2K | Hold |
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|
2022
Q1 | $30.2K | Hold |
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|
2021
Q4 | $35.6K | Hold |
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|
2021
Q3 | $31.7K | Hold |
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|
2021
Q2 | $28.1K | Sell |
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|
2021
Q1 | $23.1K | Hold |
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|
2020
Q4 | $23.3K | Hold |
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|
2020
Q3 | $20.5K | Hold |
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|
2020
Q2 | $19.3K | Buy |
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|
2020
Q1 | $13.7K | Hold |
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|
2019
Q4 | $12.8K | Buy |
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