Washington Trust Advisors’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 | $16.4K | Sell |
91
-4
| -4% | -$721 | ﹤0.01% | 416 |
|
|
2025
Q1 | $15.4K | Buy |
95
+3
| +3% | +$485 | ﹤0.01% | 423 |
|
|
2024
Q4 | $16K | Sell |
92
-13
| -12% | -$2.26K | ﹤0.01% | 426 |
|
|
2024
Q3 | $16.5K | Hold |
105
| – | – | ﹤0.01% | 423 |
|
|
2024
Q2 | $14.1K | Hold |
105
| – | – | ﹤0.01% | 426 |
|
|
2024
Q1 | $13.4K | Sell |
105
-16
| -13% | -$2.05K | ﹤0.01% | 444 |
|
|
2023
Q4 | $14.5K | Sell |
121
-38
| -24% | -$4.56K | ﹤0.01% | 431 |
|
|
2023
Q3 | $17K | Hold |
159
| – | – | ﹤0.01% | 408 |
|
|
2023
Q2 | $15.6K | Hold |
159
| – | – | ﹤0.01% | 409 |
|
|
2023
Q1 | $13.9K | Buy |
159
+19
| +14% | +$1.66K | ﹤0.01% | 461 |
|
|
2022
Q4 | $12.2K | Sell |
140
-139
| -50% | -$12.1K | ﹤0.01% | 477 |
|
|
2022
Q3 | $21K | Hold |
279
| – | – | ﹤0.01% | 510 |
|
|
2022
Q2 | $22K | Hold |
279
| – | – | ﹤0.01% | 527 |
|
|
2022
Q1 | $24K | Hold |
279
| – | – | ﹤0.01% | 569 |
|
|
2021
Q4 | $29K | Buy |
+279
| New | +$29K | ﹤0.01% | 567 |
|