Brinker Capital Investments’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 | $1.9M | Sell |
10,574
-16
| -0.2% | -$2.88K | 0.02% | 812 |
|
|
2025
Q1 | $1.71M | Buy |
10,590
+2,865
| +37% | +$463K | 0.02% | 793 |
|
|
2024
Q4 | $1.34M | Sell |
7,725
-196
| -2% | -$34K | 0.01% | 896 |
|
|
2024
Q3 | $1.25M | Buy |
7,921
+4,725
| +148% | +$747K | 0.01% | 929 |
|
|
2024
Q2 | $431K | Sell |
3,196
-137
| -4% | -$18.5K | ﹤0.01% | 1325 |
|
|
2024
Q1 | $427K | Sell |
3,333
-821
| -20% | -$105K | ﹤0.01% | 1335 |
|
|
2023
Q4 | $485K | Sell |
4,154
-89
| -2% | -$10.4K | 0.01% | 1224 |
|
|
2023
Q3 | $455K | Buy |
4,243
+1,945
| +85% | +$208K | 0.01% | 1235 |
|
|
2023
Q2 | $226K | Sell |
2,298
-90
| -4% | -$8.85K | ﹤0.01% | 1516 |
|
|
2023
Q1 | $209K | Sell |
2,388
-56
| -2% | -$4.9K | ﹤0.01% | 1496 |
|
|
2022
Q4 | $213K | Buy |
+2,444
| New | +$213K | ﹤0.01% | 1277 |
|
|
2022
Q1 | – | Sell |
-2,799
| Closed | -$290K | – | 1393 |
|
|
2021
Q4 | $290K | Sell |
2,799
-29,368
| -91% | -$3.04M | ﹤0.01% | 1268 |
|
|
2021
Q3 | $2.63M | Hold |
32,167
| – | – | 0.04% | 459 |
|
|
2021
Q2 | $2.63M | Buy |
32,167
+748
| +2% | +$61.2K | 0.03% | 516 |
|
|
2021
Q1 | $2.09M | Buy |
31,419
+3,484
| +12% | +$232K | 0.03% | 501 |
|
|
2020
Q4 | $1.88M | Buy |
27,935
+66
| +0.2% | +$4.44K | 0.03% | 565 |
|
|
2020
Q3 | $1.65M | Buy |
+27,869
| New | +$1.65M | 0.03% | 533 |
|