Washington Trust’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 | – | Sell |
-38
| Closed | -$6.18K | – | 449 |
|
|
2025
Q1 | $6.18K | Sell |
38
-10
| -21% | -$1.63K | ﹤0.01% | 636 |
|
|
2024
Q4 | $8.35K | Sell |
48
-7
| -13% | -$1.22K | ﹤0.01% | 680 |
|
|
2024
Q3 | $8.68K | Buy |
55
+3
| +6% | +$473 | ﹤0.01% | 675 |
|
|
2024
Q2 | $6.97K | Hold |
52
| – | – | ﹤0.01% | 695 |
|
|
2024
Q1 | $6.73K | Sell |
52
-1
| -2% | -$129 | ﹤0.01% | 704 |
|
|
2023
Q4 | $6.38K | Buy |
+53
| New | +$6.38K | ﹤0.01% | 680 |
|