Trajan 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 | $381K | Sell |
2,115
-116
| -5% | -$20.9K | 0.02% | 117 |
|
|
2025
Q1 | $360K | Sell |
2,231
-90
| -4% | -$14.5K | 0.02% | 123 |
|
|
2024
Q4 | $403K | Sell |
2,321
-76
| -3% | -$13.2K | 0.02% | 131 |
|
|
2024
Q3 | $379K | Buy |
2,397
+231
| +11% | +$36.5K | 0.02% | 127 |
|
|
2024
Q2 | $292K | Sell |
2,166
-172
| -7% | -$23.2K | 0.02% | 133 |
|
|
2024
Q1 | $300K | Buy |
+2,338
| New | +$300K | 0.02% | 136 |
|