Wealth Enhancement Advisory Services’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 | $5.13M | Sell |
27,674
-1,429
| -5% | -$265K | 0.01% | 883 |
|
|
2025
Q1 | $4.7M | Buy |
29,103
+1,618
| +6% | +$261K | 0.01% | 859 |
|
|
2024
Q4 | $4.77M | Buy |
27,485
+1,261
| +5% | +$219K | 0.01% | 816 |
|
|
2024
Q3 | $4.14M | Sell |
26,224
-27
| -0.1% | -$4.27K | 0.01% | 787 |
|
|
2024
Q2 | $3.54M | Sell |
26,251
-1,068
| -4% | -$144K | 0.01% | 792 |
|
|
2024
Q1 | $3.5M | Buy |
27,319
+48
| +0.2% | +$6.15K | 0.01% | 768 |
|
|
2023
Q4 | $3.27M | Buy |
27,271
+19
| +0.1% | +$2.28K | 0.01% | 732 |
|
|
2023
Q3 | $2.92M | Buy |
+27,252
| New | +$2.92M | 0.01% | 727 |
|