B. Riley Wealth Advisors’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 | $608K | Buy |
+3,380
| New | +$608K | 0.03% | 454 |
|
|
2024
Q4 | $459K | Buy |
+2,645
| New | +$459K | 0.02% | 726 |
|
|
2022
Q1 | – | Sell |
-3,272
| Closed | -$339K | – | 1444 |
|
|
2021
Q4 | $339K | Buy |
3,272
+230
| +8% | +$23.8K | 0.01% | 1005 |
|
|
2021
Q3 | $279K | Buy |
+3,042
| New | +$279K | 0.01% | 1082 |
|
|
2021
Q1 | – | Sell |
-4,192
| Closed | -$282K | – | 1381 |
|
|
2020
Q4 | $282K | Sell |
4,192
-389
| -8% | -$26.2K | 0.02% | 793 |
|
|
2020
Q3 | $270K | Buy |
4,581
+73
| +2% | +$4.3K | 0.01% | 740 |
|
|
2020
Q2 | $252K | Buy |
4,508
+15
| +0.3% | +$839 | 0.02% | 687 |
|
|
2020
Q1 | $236K | Buy |
4,493
+229
| +5% | +$12K | 0.02% | 609 |
|
|
2019
Q4 | $209K | Sell |
4,264
-2,645
| -38% | -$130K | 0.02% | 743 |
|
|
2019
Q3 | $312K | Buy |
6,909
+1,070
| +18% | +$48.3K | 0.03% | 578 |
|
|
2019
Q2 | $260K | Buy |
+5,839
| New | +$260K | 0.03% | 623 |
|
|
2018
Q4 | – | Sell |
-6,601
| Closed | -$297K | – | 697 |
|
|
2018
Q3 | $297K | Buy |
6,601
+1,177
| +22% | +$53K | 0.04% | 498 |
|
|
2018
Q2 | $278K | Buy |
5,424
+166
| +3% | +$8.51K | 0.04% | 497 |
|
|
2018
Q1 | $235K | Buy |
+5,258
| New | +$235K | 0.03% | 531 |
|