Bell Asset 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 | $5.52M | Sell |
30,668
-13,085
| -30% | -$2.35M | 1.22% | 28 |
|
|
2025
Q1 | $7.07M | Buy |
43,753
+12,255
| +39% | +$1.98M | 1.3% | 22 |
|
|
2024
Q4 | $5.47M | Sell |
31,498
-378
| -1% | -$65.6K | 1% | 47 |
|
|
2024
Q3 | $5.04M | Sell |
31,876
-21,031
| -40% | -$3.32M | 0.92% | 54 |
|
|
2024
Q2 | $7.14M | Sell |
52,907
-7,724
| -13% | -$1.04M | 1% | 50 |
|
|
2024
Q1 | $7.77M | Sell |
60,631
-7,074
| -10% | -$907K | 1.14% | 44 |
|
|
2023
Q4 | $8.12M | Buy |
67,705
+9
| +0% | +$1.08K | 1.24% | 39 |
|
|
2023
Q3 | $7.25M | Buy |
+67,696
| New | +$7.25M | 1.19% | 48 |
|