Algert Global’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 | $1.22M | Sell |
6,776
-7,580
| -53% | -$1.36M | 0.03% | 761 |
|
|
2025
Q1 | $2.32M | Hold |
14,356
| – | – | 0.06% | 556 |
|
|
2024
Q4 | $2.49M | Sell |
14,356
-8,773
| -38% | -$1.52M | 0.06% | 528 |
|
|
2024
Q3 | $3.66M | Buy |
23,129
+8,530
| +58% | +$1.35M | 0.1% | 353 |
|
|
2024
Q2 | $1.97M | Buy |
14,599
+1,299
| +10% | +$175K | 0.07% | 469 |
|
|
2024
Q1 | $1.71M | Sell |
13,300
-2,420
| -15% | -$310K | 0.07% | 464 |
|
|
2023
Q4 | $1.89M | Buy |
15,720
+9,650
| +159% | +$1.16M | 0.08% | 431 |
|
|
2023
Q3 | $650K | Buy |
+6,070
| New | +$650K | 0.03% | 675 |
|
|
2023
Q1 | – | Sell |
-5,716
| Closed | -$498K | – | 1209 |
|
|
2022
Q4 | $498K | Buy |
5,716
+440
| +8% | +$38.3K | 0.03% | 804 |
|
|
2022
Q3 | $398K | Sell |
5,276
-6,910
| -57% | -$521K | 0.02% | 872 |
|
|
2022
Q2 | $962K | Buy |
12,186
+4,070
| +50% | +$321K | 0.07% | 488 |
|
|
2022
Q1 | $713K | Buy |
+8,116
| New | +$713K | 0.05% | 671 |
|
|
2018
Q3 | – | Sell |
-11,790
| Closed | -$604K | – | 365 |
|
|
2018
Q2 | $604K | Buy |
11,790
+200
| +2% | +$10.2K | 0.13% | 229 |
|
|
2018
Q1 | $517K | Buy |
+11,590
| New | +$517K | 0.1% | 247 |
|