Baird Financial Group’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 | $5.81M | Sell |
32,263
-19,206
| -37% | -$3.46M | 0.01% | 671 |
|
|
2025
Q1 | $8.31M | Buy |
51,469
+48,326
| +1,538% | +$7.8M | 0.02% | 546 |
|
|
2024
Q4 | $546K | Buy |
+3,143
| New | +$546K | ﹤0.01% | 1356 |
|
|
2024
Q3 | – | Sell |
-2,544
| Closed | -$343K | – | 1775 |
|
|
2024
Q2 | $343K | Buy |
2,544
+602
| +31% | +$81.2K | ﹤0.01% | 1515 |
|
|
2024
Q1 | $249K | Buy |
+1,942
| New | +$249K | ﹤0.01% | 1616 |
|
|
2022
Q3 | – | Sell |
-20,994
| Closed | -$1.66M | – | 1761 |
|
|
2022
Q2 | $1.66M | Sell |
20,994
-347
| -2% | -$27.4K | ﹤0.01% | 915 |
|
|
2022
Q1 | $1.87M | Sell |
21,341
-4,395
| -17% | -$386K | ﹤0.01% | 934 |
|
|
2021
Q4 | $2.66M | Sell |
25,736
-853
| -3% | -$88.3K | 0.01% | 816 |
|
|
2021
Q3 | $2.45M | Buy |
26,589
+17,870
| +205% | +$1.65M | 0.01% | 872 |
|
|
2021
Q2 | $713K | Buy |
+8,719
| New | +$713K | ﹤0.01% | 1303 |
|