TD Private Client Wealth’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 | $6.12K | Sell |
34
-21
| -38% | -$3.78K | ﹤0.01% | 1097 |
|
|
2025
Q1 | $8.88K | Buy |
55
+12
| +28% | +$1.94K | ﹤0.01% | 1026 |
|
|
2024
Q4 | $7.47K | Sell |
43
-262
| -86% | -$45.5K | ﹤0.01% | 1076 |
|
|
2024
Q3 | $48.2K | Buy |
305
+43
| +16% | +$6.8K | ﹤0.01% | 833 |
|
|
2024
Q2 | $35.3K | Sell |
262
-82
| -24% | -$11.1K | ﹤0.01% | 868 |
|
|
2024
Q1 | $44.1K | Sell |
344
-1,146
| -77% | -$147K | ﹤0.01% | 837 |
|
|
2023
Q4 | $179K | Hold |
1,490
| – | – | 0.01% | 592 |
|
|
2023
Q3 | $160K | Hold |
1,490
| – | – | 0.01% | 584 |
|
|
2023
Q2 | $146K | Hold |
1,490
| – | – | 0.01% | 603 |
|
|
2023
Q1 | $130K | Buy |
1,490
+1,146
| +333% | +$100K | 0.01% | 612 |
|
|
2022
Q4 | $30K | Hold |
344
| – | – | ﹤0.01% | 848 |
|
|
2022
Q3 | $25.9K | Hold |
344
| – | – | ﹤0.01% | 860 |
|
|
2022
Q2 | $27.2K | Hold |
344
| – | – | ﹤0.01% | 856 |
|
|
2022
Q1 | $30.2K | Hold |
344
| – | – | ﹤0.01% | 870 |
|
|
2021
Q4 | $35.6K | Hold |
344
| – | – | ﹤0.01% | 789 |
|
|
2021
Q3 | $31.7K | Hold |
344
| – | – | ﹤0.01% | 801 |
|
|
2021
Q2 | $28.1K | Sell |
344
-3
| -0.9% | -$245 | ﹤0.01% | 815 |
|
|
2021
Q1 | $23.1K | Hold |
347
| – | – | ﹤0.01% | 812 |
|
|
2020
Q4 | $23.3K | Hold |
347
| – | – | ﹤0.01% | 759 |
|
|
2020
Q3 | $20.5K | Hold |
347
| – | – | ﹤0.01% | 728 |
|
|
2020
Q2 | $19.3K | Buy |
347
+85
| +32% | +$4.73K | ﹤0.01% | 732 |
|
|
2020
Q1 | $13.7K | Hold |
262
| – | – | ﹤0.01% | 729 |
|
|
2019
Q4 | $12.8K | Buy |
+262
| New | +$12.8K | ﹤0.01% | 737 |
|