Anchor Investment Management’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 | $81K | Hold |
450
| – | – | 0.01% | 518 |
|
|
2025
Q1 | $72.7K | Hold |
450
| – | – | 0.01% | 511 |
|
|
2024
Q4 | $78.1K | Sell |
450
-31
| -6% | -$5.38K | 0.01% | 506 |
|
|
2024
Q3 | $76K | Buy |
481
+31
| +7% | +$4.9K | 0.01% | 515 |
|
|
2024
Q2 | $60.7K | Hold |
450
| – | – | 0.01% | 496 |
|
|
2024
Q1 | $57.7K | Hold |
450
| – | – | 0.01% | 509 |
|
|
2023
Q4 | $54K | Hold |
450
| – | – | 0.01% | 509 |
|
|
2023
Q3 | $48.2K | Hold |
450
| – | – | 0.01% | 512 |
|
|
2023
Q2 | $44.2K | Sell |
450
-540
| -55% | -$53.1K | 0.01% | 526 |
|
|
2023
Q1 | $86.6K | Hold |
990
| – | – | 0.01% | 458 |
|
|
2022
Q4 | $86.3K | Hold |
990
| – | – | 0.01% | 454 |
|
|
2022
Q3 | $74.6K | Hold |
990
| – | – | 0.01% | 458 |
|
|
2022
Q2 | $78.1K | Hold |
990
| – | – | 0.01% | 479 |
|
|
2022
Q1 | $86.9K | Buy |
990
+25
| +3% | +$2.2K | 0.01% | 486 |
|
|
2021
Q4 | $99.9K | Hold |
965
| – | – | 0.01% | 486 |
|
|
2021
Q3 | $88.9K | Buy |
+965
| New | +$88.9K | 0.01% | 462 |
|