Advisory Services Network’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 | $1.36M | Buy |
7,138
+496
| +7% | +$94.6K | 0.02% | 708 |
|
|
2025
Q1 | $1.07M | Buy |
6,642
+11
| +0.2% | +$1.78K | 0.02% | 736 |
|
|
2024
Q4 | $1.15M | Buy |
6,631
+4,130
| +165% | +$717K | 0.02% | 679 |
|
|
2024
Q3 | $337K | Hold |
2,501
| – | – | 0.01% | 1160 |
|
|
2024
Q2 | $337K | Sell |
2,501
-46
| -2% | -$6.2K | 0.01% | 1160 |
|
|
2024
Q1 | $327K | Sell |
2,547
-65
| -2% | -$8.33K | 0.01% | 1115 |
|
|
2023
Q4 | $313K | Sell |
2,612
-160
| -6% | -$19.2K | 0.01% | 1072 |
|
|
2023
Q3 | $297K | Buy |
2,772
+19
| +0.7% | +$2.04K | 0.01% | 1141 |
|
|
2023
Q2 | $271K | Sell |
2,753
-88
| -3% | -$8.65K | 0.01% | 1162 |
|
|
2023
Q1 | $249K | Hold |
2,841
| – | – | 0.01% | 1217 |
|
|
2022
Q4 | $248K | Buy |
2,841
+83
| +3% | +$7.23K | 0.01% | 1170 |
|
|
2022
Q3 | $208K | Sell |
2,758
-3
| -0.1% | -$226 | 0.01% | 1183 |
|
|
2022
Q2 | $217K | Sell |
2,761
-243
| -8% | -$19.1K | 0.01% | 1208 |
|
|
2022
Q1 | $263K | Buy |
3,004
+206
| +7% | +$18K | 0.01% | 1210 |
|
|
2021
Q4 | $289K | Sell |
2,798
-210
| -7% | -$21.7K | 0.01% | 1145 |
|
|
2021
Q3 | $277K | Sell |
3,008
-514
| -15% | -$47.3K | 0.01% | 1135 |
|
|
2021
Q2 | $288K | Sell |
3,522
-502
| -12% | -$41K | 0.01% | 1108 |
|
|
2021
Q1 | $267K | Buy |
4,024
+118
| +3% | +$7.83K | 0.01% | 1078 |
|
|
2020
Q4 | $262K | Buy |
3,906
+355
| +10% | +$23.8K | 0.01% | 965 |
|
|
2020
Q3 | $210K | Sell |
3,551
-246
| -6% | -$14.5K | 0.01% | 958 |
|
|
2020
Q2 | $211K | Buy |
3,797
+766
| +25% | +$42.6K | 0.01% | 921 |
|
|
2020
Q1 | $158K | Buy |
3,031
+139
| +5% | +$7.25K | 0.01% | 898 |
|
|
2019
Q4 | $142K | Buy |
2,892
+110
| +4% | +$5.4K | 0.01% | 1015 |
|
|
2019
Q3 | $124K | Hold |
2,782
| – | – | 0.01% | 984 |
|
|
2019
Q2 | $124K | Buy |
2,782
+378
| +16% | +$16.8K | 0.01% | 982 |
|
|
2019
Q1 | $110K | Buy |
2,404
+465
| +24% | +$21.3K | 0.01% | 948 |
|
|
2018
Q4 | $71K | Buy |
1,939
+1,390
| +253% | +$50.9K | 0.01% | 1019 |
|
|
2018
Q3 | $25K | Hold |
549
| – | – | ﹤0.01% | 1494 |
|
|
2018
Q2 | $29K | Buy |
549
+472
| +613% | +$24.9K | ﹤0.01% | 1408 |
|
|
2018
Q1 | $3K | Buy |
+77
| New | +$3K | ﹤0.01% | 2286 |
|
|
2017
Q2 | – | Sell |
-250
| Closed | -$9K | – | 2335 |
|
|
2017
Q1 | $9K | Buy |
+250
| New | +$9K | ﹤0.01% | 1505 |
|