Wealth Alliance’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 | $516K | Buy |
|
|||||
|
2025
Q2 | $445K | Sell |
|
|||||
|
2025
Q1 | $496K | Buy |
|
|||||
|
2024
Q4 | $529K | Sell |
|
|||||
|
2024
Q3 | $494K | Buy |
|
|||||
|
2024
Q2 | $413K | Sell |
|
|||||
|
2024
Q1 | $410K | Sell |
|
|||||
|
2023
Q4 | $426K | Sell |
|
|||||
|
2023
Q3 | $390K | Sell |
|
|||||
|
2023
Q2 | $383K | Buy |
|
|||||
|
2023
Q1 | $319K | Buy |
|
|||||
|
2022
Q4 | $260K | Buy |
|
|||||
|
2022
Q3 | $221K | Sell |
|
|||||
|
2022
Q2 | $251K | Buy |
|
|||||
|
2022
Q1 | $259K | Sell |
|
|||||
|
2021
Q4 | $344K | Sell |
|
|||||
|
2021
Q3 | $406K | Buy |
|
|||||
|
2021
Q2 | $355K | Sell |
|
|||||
|
2021
Q1 | $299K | Sell |
|
|||||
|
2020
Q4 | $329K | Sell |
|
|||||
|
2020
Q3 | $291K | Sell |
|
|||||
|
2020
Q2 | $279K | Sell |
|
|||||
|
2020
Q1 | $262K | Buy |
|