Brown Brothers Harriman & Co’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 | $145K | Buy |
804
+241
| +43% | +$43.4K | ﹤0.01% | 708 |
|
|
2025
Q1 | $90.9K | Sell |
563
-92
| -14% | -$14.9K | ﹤0.01% | 713 |
|
|
2024
Q4 | $114K | Buy |
655
+517
| +375% | +$89.8K | ﹤0.01% | 695 |
|
|
2024
Q3 | $21.8K | Buy |
+138
| New | +$21.8K | ﹤0.01% | 931 |
|
|
2024
Q1 | – | Sell |
-75
| Closed | -$8.99K | – | 1195 |
|
|
2023
Q4 | $8.99K | Hold |
75
| – | – | ﹤0.01% | 955 |
|
|
2023
Q3 | $8.03K | Hold |
75
| – | – | ﹤0.01% | 979 |
|
|
2023
Q2 | $7.37K | Buy |
75
+42
| +127% | +$4.13K | ﹤0.01% | 1006 |
|
|
2023
Q1 | $2.89K | Buy |
+33
| New | +$2.89K | ﹤0.01% | 1123 |
|
|
2021
Q4 | – | Sell |
-110
| Closed | -$10 | – | 1181 |
|
|
2021
Q3 | $10 | Buy |
+110
| New | +$10 | ﹤0.01% | 903 |
|