Arax Advisory Partners’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 | $13.9K | Sell |
61
-5
| -8% | -$1.14K | ﹤0.01% | 1818 |
|
2025
Q1 | $10.7K | Buy |
66
+26
| +65% | +$4.2K | ﹤0.01% | 1543 |
|
2024
Q4 | $6.95K | Hold |
40
| – | – | ﹤0.01% | 1623 |
|
2024
Q3 | $6.32K | Sell |
40
-5
| -11% | -$790 | ﹤0.01% | 1619 |
|
2024
Q2 | $6.07K | Sell |
45
-1
| -2% | -$135 | ﹤0.01% | 1507 |
|
2024
Q1 | $5.9K | Sell |
46
-1
| -2% | -$128 | ﹤0.01% | 873 |
|
2023
Q4 | $5.64K | Sell |
47
-4
| -8% | -$480 | ﹤0.01% | 862 |
|
2023
Q3 | $5.46K | Sell |
51
-17
| -25% | -$1.82K | ﹤0.01% | 854 |
|
2023
Q2 | $6.69K | Sell |
68
-24
| -26% | -$2.36K | ﹤0.01% | 795 |
|
2023
Q1 | $8.05K | Hold |
92
| – | – | ﹤0.01% | 731 |
|
2022
Q4 | $8.02K | Hold |
92
| – | – | ﹤0.01% | 681 |
|
2022
Q3 | $7K | Buy |
92
+12
| +15% | +$913 | ﹤0.01% | 711 |
|
2022
Q2 | $6K | Buy |
80
+41
| +105% | +$3.08K | ﹤0.01% | 734 |
|
2022
Q1 | $3K | Sell |
39
-16
| -29% | -$1.23K | ﹤0.01% | 881 |
|
2021
Q4 | $6K | Sell |
55
-2
| -4% | -$218 | ﹤0.01% | 735 |
|
2021
Q3 | $5K | Buy |
57
+21
| +58% | +$1.84K | ﹤0.01% | 757 |
|
2021
Q2 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 811 |
|
2020
Q4 | $21K | Buy |
+318
| New | +$21K | ﹤0.01% | 500 |
|