Beverly Hills Private Wealth’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 | $549K | Sell |
3,049
-436
| -13% | -$78.5K | 0.1% | 164 |
|
|
2025
Q1 | $563K | Sell |
3,485
-281
| -7% | -$45.4K | 0.11% | 158 |
|
|
2024
Q4 | $654K | Sell |
3,766
-791
| -17% | -$137K | 0.13% | 144 |
|
|
2024
Q3 | $720K | Sell |
4,557
-791
| -15% | -$125K | 0.15% | 147 |
|
|
2024
Q2 | $721K | Sell |
5,348
-542
| -9% | -$73.1K | 0.16% | 140 |
|
|
2024
Q1 | $755K | Sell |
5,890
-535
| -8% | -$68.6K | 0.17% | 128 |
|
|
2023
Q4 | $770K | Sell |
6,425
-1,034
| -14% | -$124K | 0.2% | 111 |
|
|
2023
Q3 | $799K | Sell |
7,459
-8,070
| -52% | -$864K | 0.24% | 97 |
|
|
2023
Q2 | $1.56M | Buy |
15,529
+7,719
| +99% | +$774K | 0.26% | 90 |
|
|
2023
Q1 | $683K | Buy |
7,810
+1,324
| +20% | +$116K | 0.21% | 109 |
|
|
2022
Q4 | $565K | Buy |
+6,486
| New | +$565K | 0.25% | 101 |
|