Washington Trust Advisors’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 | $18.7K | Hold |
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|
2025
Q2 | $16.4K | Sell |
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|
2025
Q1 | $15.4K | Buy |
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|
2024
Q4 | $16K | Sell |
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|
2024
Q3 | $16.5K | Hold |
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|
2024
Q2 | $14.1K | Hold |
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|
2024
Q1 | $13.4K | Sell |
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|
2023
Q4 | $14.5K | Sell |
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|
2023
Q3 | $17K | Hold |
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|
2023
Q2 | $15.6K | Hold |
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|
2023
Q1 | $13.9K | Buy |
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|
2022
Q4 | $12.2K | Sell |
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|
2022
Q3 | $21K | Hold |
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|
2022
Q2 | $22K | Hold |
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|
2022
Q1 | $24K | Hold |
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|
2021
Q4 | $29K | Buy |
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