Benjamin Edwards Inc’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,636
| Closed | -$284K | – | 1114 |
|
|
2024
Q4 | $284K | Buy |
1,636
+88
| +6% | +$15.3K | ﹤0.01% | 985 |
|
|
2024
Q3 | $245K | Buy |
1,548
+1,539
| +17,100% | +$243K | ﹤0.01% | 1012 |
|
|
2024
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 684 |
|
|
2021
Q4 | – | Sell |
-3,879
| Closed | -$357K | – | 722 |
|
|
2021
Q3 | $357K | Sell |
3,879
-611
| -14% | -$56.2K | 0.22% | 133 |
|
|
2021
Q2 | $367K | Buy |
4,490
+274
| +6% | +$22.4K | 0.25% | 123 |
|
|
2021
Q1 | $280K | Sell |
4,216
-631
| -13% | -$41.9K | 0.21% | 129 |
|
|
2020
Q4 | $326K | Sell |
4,847
-622
| -11% | -$41.8K | 0.25% | 118 |
|
|
2020
Q3 | $323K | Buy |
5,469
+5,109
| +1,419% | +$302K | 0.27% | 110 |
|
|
2020
Q2 | $20K | Buy |
+360
| New | +$20K | 0.02% | 257 |
|