Bell Investment 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 | $17.1K | Hold |
95
| – | – | ﹤0.01% | 471 |
|
|
2025
Q1 | $15.3K | Hold |
95
| – | – | ﹤0.01% | 466 |
|
|
2024
Q4 | $16.5K | Hold |
95
| – | – | ﹤0.01% | 443 |
|
|
2024
Q3 | $15K | Hold |
95
| – | – | ﹤0.01% | 469 |
|
|
2024
Q2 | $12.8K | Hold |
95
| – | – | ﹤0.01% | 521 |
|
|
2024
Q1 | $12.2K | Hold |
95
| – | – | ﹤0.01% | 513 |
|
|
2023
Q4 | $11.4K | Sell |
95
-5
| -5% | -$600 | ﹤0.01% | 510 |
|
|
2023
Q3 | $10.7K | Buy |
100
+5
| +5% | +$536 | ﹤0.01% | 480 |
|
|
2023
Q2 | $9.34K | Sell |
95
-17
| -15% | -$1.67K | ﹤0.01% | 530 |
|
|
2023
Q1 | $9.8K | Sell |
112
-43
| -28% | -$3.76K | ﹤0.01% | 489 |
|
|
2022
Q4 | $13.5K | Buy |
155
+11
| +8% | +$959 | ﹤0.01% | 391 |
|
|
2022
Q3 | $11K | Buy |
144
+17
| +13% | +$1.3K | ﹤0.01% | 387 |
|
|
2022
Q2 | $10K | Buy |
+127
| New | +$10K | ﹤0.01% | 424 |
|
|
2021
Q4 | $13K | Buy |
126
+48
| +62% | +$4.95K | ﹤0.01% | 410 |
|
|
2021
Q3 | $7K | Buy |
+78
| New | +$7K | ﹤0.01% | 572 |
|