Bleakley Financial 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
Q1 | – | Sell |
-4,178
| Closed | -$726K | – | 708 |
|
|
2024
Q4 | $726K | Sell |
4,178
-97
| -2% | -$16.8K | 0.02% | 504 |
|
|
2024
Q3 | $676K | Buy |
4,275
+194
| +5% | +$30.7K | 0.02% | 506 |
|
|
2024
Q2 | $550K | Sell |
4,081
-52
| -1% | -$7.01K | 0.02% | 583 |
|
|
2024
Q1 | $530K | Buy |
4,133
+353
| +9% | +$45.3K | 0.02% | 596 |
|
|
2023
Q4 | $453K | Buy |
3,780
+21
| +0.6% | +$2.52K | 0.01% | 618 |
|
|
2023
Q3 | $403K | Buy |
3,759
+308
| +9% | +$33K | 0.01% | 596 |
|
|
2023
Q2 | $339K | Buy |
+3,451
| New | +$339K | 0.01% | 684 |
|