Bridges Investment Management’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 | $807K | Buy |
4,487
+366
| +9% | +$65.9K | 0.01% | 255 |
|
|
2025
Q1 | $666K | Sell |
4,121
-844
| -17% | -$136K | 0.01% | 264 |
|
|
2024
Q4 | $862K | Buy |
4,965
+207
| +4% | +$35.9K | 0.01% | 225 |
|
|
2024
Q3 | $752K | Buy |
4,758
+167
| +4% | +$26.4K | 0.01% | 237 |
|
|
2024
Q2 | $619K | Buy |
+4,591
| New | +$619K | 0.01% | 242 |
|
|
2019
Q4 | – | Sell |
-33,320
| Closed | -$1.5M | – | 324 |
|
|
2019
Q3 | $1.5M | Hold |
33,320
| – | – | 0.06% | 159 |
|
|
2019
Q2 | $1.48M | Hold |
33,320
| – | – | 0.06% | 154 |
|
|
2019
Q1 | $1.53M | Buy |
33,320
+6,120
| +23% | +$281K | 0.06% | 152 |
|
|
2018
Q4 | $1M | Buy |
+27,200
| New | +$1M | 0.05% | 179 |
|