Bessemer 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 | $270K | Sell |
1,499
-2
| -0.1% | -$360 | ﹤0.01% | 1023 |
|
|
2025
Q1 | $242K | Sell |
1,501
-128
| -8% | -$20.6K | ﹤0.01% | 1040 |
|
|
2024
Q4 | $283K | Sell |
1,629
-291
| -15% | -$50.6K | ﹤0.01% | 1012 |
|
|
2024
Q3 | $303K | Buy |
1,920
+1,102
| +135% | +$174K | ﹤0.01% | 1028 |
|
|
2024
Q2 | $111K | Buy |
818
+88
| +12% | +$11.9K | ﹤0.01% | 1149 |
|
|
2024
Q1 | $94K | Hold |
730
| – | – | ﹤0.01% | 1191 |
|
|
2023
Q4 | $87K | Buy |
730
+92
| +14% | +$11K | ﹤0.01% | 1245 |
|
|
2023
Q3 | $68K | Hold |
638
| – | – | ﹤0.01% | 1285 |
|
|
2023
Q2 | $63K | Buy |
638
+442
| +226% | +$43.6K | ﹤0.01% | 1329 |
|
|
2023
Q1 | $17K | Sell |
196
-232
| -54% | -$20.1K | ﹤0.01% | 1402 |
|
|
2022
Q4 | $37K | Buy |
428
+12
| +3% | +$1.04K | ﹤0.01% | 1201 |
|
|
2022
Q3 | $31K | Buy |
+416
| New | +$31K | ﹤0.01% | 1267 |
|
|
2021
Q2 | – | Sell |
-1,064
| Closed | -$71K | – | 1607 |
|
|
2021
Q1 | $71K | Buy |
1,064
+1,007
| +1,767% | +$67.2K | ﹤0.01% | 942 |
|
|
2020
Q4 | $4K | Sell |
57
-52
| -48% | -$3.65K | ﹤0.01% | 1400 |
|
|
2020
Q3 | $6K | Buy |
+109
| New | +$6K | ﹤0.01% | 1173 |
|
|
2018
Q3 | – | Sell |
-8,800
| Closed | -$451K | – | 1845 |
|
|
2018
Q2 | $451K | Hold |
8,800
| – | – | ﹤0.01% | 796 |
|
|
2018
Q1 | $392K | Buy |
8,800
+8,200
| +1,367% | +$365K | ﹤0.01% | 853 |
|
|
2017
Q4 | $27K | Buy |
+600
| New | +$27K | ﹤0.01% | 1367 |
|