Aquatic Capital 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 | $5.34M | Buy |
29,677
+22,376
| +306% | +$4.03M | 0.11% | 231 |
|
|
2025
Q1 | $1.18M | Sell |
7,301
-4,380
| -37% | -$707K | 0.03% | 559 |
|
|
2024
Q4 | $2.03M | Buy |
+11,681
| New | +$2.03M | 0.05% | 372 |
|
|
2024
Q3 | – | Sell |
-4,200
| Closed | -$566K | – | 1313 |
|
|
2024
Q2 | $566K | Buy |
+4,200
| New | +$566K | 0.02% | 508 |
|
|
2024
Q1 | – | Sell |
-1,200
| Closed | -$144K | – | 1397 |
|
|
2023
Q4 | $144K | Sell |
1,200
-100
| -8% | -$12K | ﹤0.01% | 926 |
|
|
2023
Q3 | $139K | Buy |
1,300
+900
| +225% | +$96.2K | 0.01% | 762 |
|
|
2023
Q2 | $39K | Buy |
+400
| New | +$39K | ﹤0.01% | 1037 |
|
|
2022
Q2 | – | Sell |
-800
| Closed | -$70K | – | 1356 |
|
|
2022
Q1 | $70K | Buy |
+800
| New | +$70K | 0.1% | 219 |
|