Bank Julius Baer & Co’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 | $6.42M | Sell |
35,665
-6,831
| -16% | -$1.23M | 0.02% | 217 |
|
|
2025
Q1 | $6.81M | Sell |
42,496
-58,019
| -58% | -$9.3M | 0.02% | 221 |
|
|
2024
Q4 | $17.6M | Buy |
100,515
+13,022
| +15% | +$2.28M | 0.05% | 160 |
|
|
2024
Q3 | $14M | Buy |
87,493
+86,984
| +17,089% | +$13.9M | 0.05% | 165 |
|
|
2024
Q2 | $76.3K | Buy |
+509
| New | +$76.3K | ﹤0.01% | 407 |
|